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 | $49,510 | $81,625-39.3% | $58,482-15.3% | $139,434-64.5% |
| Participation rate | 46.2% | 61.3%-15.2pp | 50.9%-4.7pp | 80.3%-34.2pp |
| Annual return | 22.13% | 7404.20%-7382.1pp | 4239.32%-4217.2pp | 372.94%-350.8pp |
| Employer contribution / active EE | $6,767 | $1,398+384.0% | $1,053+542.5% | $4,751+42.4% |
| Participant deferral / active EE | $5,563 | $2,557+117.6% | $1,924+189.2% | $6,710-17.1% |
| Admin fee / account holder | $381 | $3,265-88.3% | $2,516-84.8% | $11,403-96.7% |