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 7-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 | $78,314 | $74,888+4.6% | $71,209+10.0% | $142,382-45.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 16.06% | 345.14%-329.1pp | 282.51%-266.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $10,832 | $2,854+279.5% | $2,721+298.1% | $4,299+152.0% |
| Participant deferral / active EE | $23,631 | $4,454+430.5% | $4,175+466.0% | $6,507+263.1% |
| Admin fee / account holder | $243,285 | $5,568+4269.1% | $5,349+4448.4% | $12,624+1827.2% |