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 | $61,150 | $74,888-18.3% | $71,209-14.1% | $142,382-57.1% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 67.99% | 345.14%-277.2pp | 282.51%-214.5pp | 217.08%-149.1pp |
| Employer contribution / active EE | $1,652 | $2,854-42.1% | $2,721-39.3% | $4,299-61.6% |
| Participant deferral / active EE | $4,885 | $4,454+9.7% | $4,175+17.0% | $6,507-24.9% |
| Admin fee / account holder | $56,397 | $5,568+912.8% | $5,349+954.4% | $12,624+346.8% |