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 5-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 | $69,832 | $99,877-30.1% | $84,966-17.8% | $145,922-52.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 34.50% | 83.76%-49.3pp | 66.38%-31.9pp | 561.29%-526.8pp |
| Employer contribution / active EE | $9,967 | $3,231+208.4% | $2,727+265.5% | $4,660+113.9% |
| Participant deferral / active EE | $6,991 | $5,291+32.1% | $4,519+54.7% | $6,688+4.5% |
| Admin fee / account holder | $1,300 | $7,248-82.1% | $6,149-78.9% | $13,397-90.3% |