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 | $25,459 | $102,317-75.1% | $146,958-82.7% | $80,856-68.5% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 29.12% | 134.76%-105.6pp | 418.34%-389.2pp | 35.59%-6.5pp |
| Employer contribution / active EE | $1,602 | $3,713-56.9% | $4,933-67.5% | $2,755-41.8% |
| Participant deferral / active EE | $4,739 | $6,644-28.7% | $8,070-41.3% | $4,296+10.3% |
| Admin fee / account holder | $4,716 | $7,941-40.6% | $12,998-63.7% | $6,918-31.8% |