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 | $210,648-69.7% | $177,989-64.2% | $145,922-56.3% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 9.23% | 385.86%-376.6pp | 294.48%-285.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,291 | $4,565-49.8% | $3,949-42.0% | $4,660-50.8% |
| Participant deferral / active EE | $5,105 | $6,958-26.6% | $6,276-18.7% | $6,688-23.7% |
| Admin fee / account holder | $225,431 | $12,013+1776.6% | $10,363+2075.3% | $13,397+1582.7% |