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 | $51,873 | $109,327-52.6% | $89,391-42.0% | $158,922-67.4% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 241.45% | 345.68%-104.2pp | 245.62%-4.2pp | 302.83%-61.4pp |
| Employer contribution / active EE | $25,257 | $3,170+696.8% | $2,586+876.9% | $4,761+430.5% |
| Participant deferral / active EE | $1,578 | $4,598-65.7% | $3,890-59.4% | $5,982-73.6% |
| Admin fee / account holder | $7,547 | $6,153+22.7% | $4,881+54.6% | $11,246-32.9% |