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 5-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 | $28,771 | $34,934-17.6% | $56,411-49.0% | $74,495-61.4% |
| Participation rate | 21.0% | 32.8%-11.9pp | 52.5%-31.5pp | 67.2%-46.2pp |
| Annual return | 19.47% | 25.94%-6.5pp | 1701.33%-1681.9pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $695 | $609+14.1% | $1,039-33.1% | $2,623-73.5% |
| Participant deferral / active EE | $1,802 | $1,170+54.0% | $1,952-7.7% | $4,346-58.5% |
| Admin fee / account holder | $3,129 | $2,364+32.4% | $2,829+10.6% | $1,942+61.1% |