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 | $65,364 | $96,305-32.1% | $80,569-18.9% | $139,434-53.1% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 23.40% | 1350.08%-1326.7pp | 935.43%-912.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,964 | $3,262-39.8% | $2,723-27.9% | $4,751-58.7% |
| Participant deferral / active EE | $7,336 | $5,232+40.2% | $4,447+65.0% | $6,710+9.3% |
| Admin fee / account holder | $621 | $6,599-90.6% | $5,377-88.5% | $11,403-94.6% |