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 7-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 | $54,533 | $180,749-69.8% | $160,784-66.1% | $137,256-60.3% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 20.69% | 2234.46%-2213.8pp | 1803.92%-1783.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,747 | $4,155-58.0% | $3,733-53.2% | $4,156-58.0% |
| Participant deferral / active EE | $7,833 | $6,844+14.5% | $6,293+24.5% | $6,407+22.3% |
| Admin fee / account holder | $413 | $10,397-96.0% | $9,717-95.7% | $12,270-96.6% |