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 4-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 | $55,010 | $70,606-22.1% | $53,898+2.1% | $142,382-61.4% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 24.62% | 619.81%-595.2pp | 528.60%-504.0pp | 217.08%-192.5pp |
| Employer contribution / active EE | $8,266 | $1,202+587.7% | $932+786.9% | $4,299+92.3% |
| Participant deferral / active EE | $8,473 | $2,364+258.4% | $1,826+363.9% | $6,507+30.2% |
| Admin fee / account holder | $410 | $2,852-85.6% | $2,491-83.6% | $12,624-96.8% |