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 6-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 | $49,566 | $185,822-73.3% | $169,993-70.8% | $139,434-64.5% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 165.46% | 60.50%+105.0pp | 53.37%+112.1pp | 372.94%-207.5pp |
| Employer contribution / active EE | $2,149 | $7,590-71.7% | $6,785-68.3% | $4,751-54.8% |
| Participant deferral / active EE | $6,980 | $11,622-39.9% | $10,408-32.9% | $6,710+4.0% |
| Admin fee / account holder | $11,420 | $15,381-25.8% | $12,815-10.9% | $11,403+0.2% |