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 | $78,434 | $104,664-25.1% | $85,682-8.5% | $167,490-53.2% |
| Participation rate | 33.3% | 76.4%-43.0pp | 69.9%-36.5pp | 82.1%-48.8pp |
| Annual return | 17.43% | 21.45%-4.0pp | 21.49%-4.1pp | 478.56%-461.1pp |
| Employer contribution / active EE | $4,194 | $3,337+25.7% | $2,618+60.2% | $4,837-13.3% |
| Participant deferral / active EE | $6,861 | $4,824+42.2% | $3,923+74.9% | $6,341+8.2% |
| Admin fee / account holder | $553 | $10,032-94.5% | $6,873-92.0% | $12,309-95.5% |