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 6-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 | $39,233 | $81,625-51.9% | $58,482-32.9% | $139,434-71.9% |
| Participation rate | 66.7% | 61.3%+5.3pp | 50.9%+15.8pp | 80.3%-13.7pp |
| Annual return | 26.97% | 7404.20%-7377.2pp | 4239.32%-4212.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,592 | $1,398+13.8% | $1,053+51.1% | $4,751-66.5% |
| Participant deferral / active EE | $4,627 | $2,557+81.0% | $1,924+140.5% | $6,710-31.1% |
| Admin fee / account holder | $372 | $3,265-88.6% | $2,516-85.2% | $11,403-96.7% |