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 | $54,964 | $98,750-44.3% | $149,696-63.3% | $79,858-31.2% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.5%-24.1pp | 69.6%-11.3pp |
| Annual return | 46.11% | 27.43%+18.7pp | 276.60%-230.5pp | 31.71%+14.4pp |
| Employer contribution / active EE | $3,299 | $3,216+2.6% | $4,644-29.0% | $2,471+33.5% |
| Participant deferral / active EE | $6,113 | $5,680+7.6% | $6,842-10.7% | $3,740+63.4% |
| Admin fee / account holder | $8,091 | $6,053+33.7% | $9,309-13.1% | $5,306+52.5% |