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 | $63,407 | $81,625-22.3% | $58,482+8.4% | $139,434-54.5% |
| Participation rate | 35.0% | 61.3%-26.3pp | 50.9%-15.9pp | 80.3%-45.3pp |
| Annual return | 25.75% | 7404.20%-7378.4pp | 4239.32%-4213.6pp | 372.94%-347.2pp |
| Employer contribution / active EE | $1,151 | $1,398-17.7% | $1,053+9.2% | $4,751-75.8% |
| Participant deferral / active EE | $1,542 | $2,557-39.7% | $1,924-19.8% | $6,710-77.0% |
| Admin fee / account holder | $74,286 | $3,265+2175.1% | $2,516+2852.6% | $11,403+551.5% |