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 8-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 | $66,273 | $95,561-30.6% | $77,163-14.1% | $139,434-52.5% |
| Participation rate | 66.7% | 73.9%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 13.12% | 54.92%-41.8pp | 37.87%-24.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $4,932 | $3,147+56.7% | $2,535+94.6% | $4,751+3.8% |
| Participant deferral / active EE | $7,602 | $4,624+64.4% | $3,833+98.3% | $6,710+13.3% |
| Admin fee / account holder | $921 | $8,295-88.9% | $5,472-83.2% | $11,403-91.9% |