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 5-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 | $49,716 | $81,625-39.1% | $58,482-15.0% | $139,434-64.3% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 144.51% | 7404.20%-7259.7pp | 4239.32%-4094.8pp | 372.94%-228.4pp |
| Employer contribution / active EE | $269 | $1,398-80.7% | $1,053-74.4% | $4,751-94.3% |
| Participant deferral / active EE | $2,212 | $2,557-13.5% | $1,924+15.0% | $6,710-67.0% |
| Admin fee / account holder | $1,628 | $3,265-50.1% | $2,516-35.3% | $11,403-85.7% |