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 9-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 | $44,048 | $74,888-41.2% | $71,209-38.1% | $142,382-69.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 13.07% | 345.14%-332.1pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,470 | $2,854+126.7% | $2,721+137.8% | $4,299+50.5% |
| Participant deferral / active EE | $6,103 | $4,454+37.0% | $4,175+46.2% | $6,507-6.2% |
| Admin fee / account holder | $489 | $5,568-91.2% | $5,349-90.9% | $12,624-96.1% |