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 | $63,769 | $210,698-69.7% | $178,014-64.2% | $145,959-56.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 9.23% | 386.27%-377.0pp | 294.80%-285.6pp | 561.95%-552.7pp |
| Employer contribution / active EE | $2,291 | $4,567-49.8% | $3,950-42.0% | $4,661-50.8% |
| Participant deferral / active EE | $5,105 | $6,958-26.6% | $6,276-18.7% | $6,689-23.7% |
| Admin fee / account holder | $225,431 | $12,016+1776.1% | $10,362+2075.7% | $13,398+1582.6% |