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 4-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 | $99,093 | $111,754-11.3% | $103,333-4.1% | $145,922-32.1% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-46.9pp |
| Annual return | 51.76% | 24.77%+27.0pp | 24.88%+26.9pp | 561.29%-509.5pp |
| Employer contribution / active EE | $4,166 | $4,212-1.1% | $3,868+7.7% | $4,660-10.6% |
| Participant deferral / active EE | $6,889 | $5,619+22.6% | $5,057+36.2% | $6,688+3.0% |
| Admin fee / account holder | $1,795 | $9,750-81.6% | $8,355-78.5% | $13,397-86.6% |