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 | $46,631 | $154,117-69.7% | $129,995-64.1% | $139,434-66.6% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.5%-33.5pp | 80.3%-35.3pp |
| Annual return | 162.35% | 32.48%+129.9pp | -137.18%+299.5pp | 372.94%-210.6pp |
| Employer contribution / active EE | $2,311 | $5,289-56.3% | $4,320-46.5% | $4,751-51.4% |
| Participant deferral / active EE | $4,820 | $6,710-28.2% | $5,820-17.2% | $6,710-28.2% |
| Admin fee / account holder | $1,020 | $14,007-92.7% | $10,614-90.4% | $11,403-91.1% |