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 9-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 | $21,786 | $107,334-79.7% | $92,893-76.5% | $152,861-85.7% |
| Participation rate | 52.2% | 79.8%-27.6pp | 76.0%-23.8pp | 82.4%-30.3pp |
| Annual return | 243.58% | 145.58%+98.0pp | 109.41%+134.2pp | 345.32%-101.7pp |
| Employer contribution / active EE | $837 | $4,221-80.2% | $3,653-77.1% | $4,762-82.4% |
| Participant deferral / active EE | $1,410 | $4,845-70.9% | $4,236-66.7% | $5,850-75.9% |
| Admin fee / account holder | $1,591 | $7,079-77.5% | $5,794-72.5% | $11,596-86.3% |