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 | $36,143 | $109,817-67.1% | $98,442-63.3% | $167,490-78.4% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.2pp |
| Annual return | 693.49% | 1956.69%-1263.2pp | 1492.73%-799.2pp | 478.56%+214.9pp |
| Employer contribution / active EE | $1,138 | $3,224-64.7% | $2,960-61.5% | $4,837-76.5% |
| Participant deferral / active EE | $1,430 | $4,673-69.4% | $4,276-66.6% | $6,341-77.4% |
| Admin fee / account holder | $414 | $6,753-93.9% | $5,949-93.0% | $12,309-96.6% |