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 | $65,779 | $180,449-63.5% | $154,107-57.3% | $135,375-51.4% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -8.26% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $6,773 | $6,035+12.2% | $5,298+27.8% | $4,779+41.7% |
| Participant deferral / active EE | $6,679 | $5,806+15.0% | $5,081+31.5% | $5,609+19.1% |
| Admin fee / account holder | $3,707 | $16,143-77.0% | $13,411-72.4% | $10,827-65.8% |