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 10-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 | $79,615 | $90,348-11.9% | $75,972+4.8% | $145,922-45.4% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 15.31% | 620.88%-605.6pp | 359.55%-344.2pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,483 | $3,311+5.2% | $2,685+29.7% | $4,660-25.3% |
| Participant deferral / active EE | $3,571 | $5,162-30.8% | $4,255-16.1% | $6,688-46.6% |
| Admin fee / account holder | $9,269 | $8,467+9.5% | $6,467+43.3% | $13,397-30.8% |