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 | $55,646 | $98,750-43.6% | $149,696-62.8% | $79,858-30.3% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 20.56% | 27.43%-6.9pp | 276.60%-256.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,334 | $3,216+3.7% | $4,644-28.2% | $2,471+35.0% |
| Participant deferral / active EE | $6,051 | $5,680+6.5% | $6,842-11.6% | $3,740+61.8% |
| Admin fee / account holder | $711 | $6,053-88.3% | $9,309-92.4% | $5,306-86.6% |