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 | $27,944 | $202,432-86.2% | $169,368-83.5% | $139,434-80.0% |
| Participation rate | 64.7% | 81.1%-16.4pp | 77.1%-12.4pp | 80.3%-15.6pp |
| Annual return | 65.90% | 531.74%-465.8pp | 405.60%-339.7pp | 372.94%-307.0pp |
| Employer contribution / active EE | $3,835 | $4,692-18.3% | $4,013-4.4% | $4,751-19.3% |
| Participant deferral / active EE | $7,536 | $6,938+8.6% | $6,221+21.1% | $6,710+12.3% |
| Admin fee / account holder | $5,796 | $10,708-45.9% | $9,003-35.6% | $11,403-49.2% |