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 | $249,753 | $99,877+150.1% | $84,966+193.9% | $145,922+71.2% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 59.59% | 83.76%-24.2pp | 66.38%-6.8pp | 561.29%-501.7pp |
| Employer contribution / active EE | $2,929 | $3,231-9.4% | $2,727+7.4% | $4,660-37.1% |
| Participant deferral / active EE | $7,433 | $5,291+40.5% | $4,519+64.5% | $6,688+11.1% |
| Admin fee / account holder | $4,921 | $7,248-32.1% | $6,149-20.0% | $13,397-63.3% |