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 | $60,237 | $96,635-37.7% | $86,612-30.5% | $139,434-56.8% |
| Participation rate | 42.9% | 74.4%-31.5pp | 71.7%-28.8pp | 80.3%-37.5pp |
| Annual return | 51.77% | 106.41%-54.6pp | 591.07%-539.3pp | 372.94%-321.2pp |
| Employer contribution / active EE | $1,224 | $3,263-62.5% | $3,022-59.5% | $4,751-74.2% |
| Participant deferral / active EE | $5,584 | $4,836+15.5% | $4,438+25.8% | $6,710-16.8% |
| Admin fee / account holder | $6,826 | $6,408+6.5% | $5,614+21.6% | $11,403-40.1% |