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 3-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 | $32,048 | $88,751-63.9% | $81,812-60.8% | $145,922-78.0% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.3%-17.8pp | 80.3%-25.7pp |
| Annual return | 34.35% | 1025.40%-991.0pp | 773.79%-739.4pp | 561.29%-526.9pp |
| Employer contribution / active EE | $5,130 | $3,083+66.4% | $2,912+76.2% | $4,660+10.1% |
| Participant deferral / active EE | $16,265 | $4,643+250.3% | $4,319+276.6% | $6,688+143.2% |
| Admin fee / account holder | $325 | $8,415-96.1% | $7,386-95.6% | $13,397-97.6% |