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 | $63,130 | $96,305-34.4% | $80,569-21.6% | $139,434-54.7% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 17.30% | 1350.08%-1332.8pp | 935.43%-918.1pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,524 | $3,262+8.0% | $2,723+29.4% | $4,751-25.8% |
| Participant deferral / active EE | $23,446 | $5,232+348.1% | $4,447+427.2% | $6,710+249.4% |
| Admin fee / account holder | $20,188 | $6,599+205.9% | $5,377+275.4% | $11,403+77.0% |