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 | $27,490 | $35,986-23.6% | $77,482-64.5% | $73,488-62.6% |
| Participation rate | 26.2% | 40.8%-14.6pp | 54.2%-28.0pp | 70.7%-44.5pp |
| Annual return | 369.81% | 19.26%+350.6pp | 54.79%+315.0pp | 28.51%+341.3pp |
| Employer contribution / active EE | $1,946 | $557+249.1% | $986+97.3% | $2,270-14.3% |
| Participant deferral / active EE | $3,809 | $1,198+218.1% | $1,861+104.7% | $3,740+1.9% |
| Admin fee / account holder | $1,378 | $466+195.8% | $2,858-51.8% | $513+168.5% |