See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,402 | $76,738-59.1% | $56,411-44.3% | $145,922-78.5% |
| Participation rate | 53.8% | 63.2%-9.4pp | 52.5%+1.4pp | 80.3%-26.4pp |
| Annual return | 13.45% | 2994.23%-2980.8pp | 1701.33%-1687.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,634 | $2,623+38.6% | $1,952+86.2% | $6,688-45.7% |
| Admin fee / account holder | $6,117 | $3,334+83.5% | $2,829+116.2% | $13,397-54.3% |