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 | $36,334 | $76,738-52.7% | $56,411-35.6% | $145,922-75.1% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 48.07% | 2994.23%-2946.2pp | 1701.33%-1653.3pp | 561.29%-513.2pp |
| Employer contribution / active EE | $1,303 | $1,380-5.6% | $1,039+25.4% | $4,660-72.0% |
| Participant deferral / active EE | $1,860 | $2,623-29.1% | $1,952-4.7% | $6,688-72.2% |
| Admin fee / account holder | $64,183 | $3,334+1825.3% | $2,829+2168.9% | $13,397+379.1% |