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 5-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 | $59,966 | $63,346-5.3% | $92,233-35.0% | $70,131-14.5% |
| Participation rate | 68.9% | 68.7%+0.2pp | 76.5%-7.6pp | 69.5%-0.7pp |
| Annual return | 19.09% | 530.12%-511.0pp | 176.28%-157.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $3,497 | $2,471+41.5% | $3,679-4.9% | $2,342+49.3% |
| Participant deferral / active EE | $7,470 | $2,854+161.8% | $3,897+91.7% | $3,332+124.2% |
| Admin fee / account holder | $2,058 | $3,840-46.4% | $5,194-60.4% | $4,645-55.7% |