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 | $28,399 | $88,751-68.0% | $81,812-65.3% | $145,922-80.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 13.24% | 1025.40%-1012.2pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $959 | $3,083-68.9% | $2,912-67.1% | $4,660-79.4% |
| Participant deferral / active EE | $1,199 | $4,643-74.2% | $4,319-72.2% | $6,688-82.1% |
| Admin fee / account holder | $1,536 | $8,415-81.7% | $7,386-79.2% | $13,397-88.5% |