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 | $68,289 | $209,411-67.4% | $178,490-61.7% | $158,922-57.0% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 39.46% | 188.75%-149.3pp | 151.07%-111.6pp | 302.83%-263.4pp |
| Employer contribution / active EE | $2,904 | $5,706-49.1% | $5,011-42.0% | $4,761-39.0% |
| Participant deferral / active EE | $11,143 | $5,954+87.1% | $5,202+114.2% | $5,982+86.3% |
| Admin fee / account holder | $437 | $17,074-97.4% | $13,984-96.9% | $11,246-96.1% |