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 6-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 | $35,268 | $58,208-39.4% | $81,812-56.9% | $80,856-56.4% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.3%-22.3pp | 67.6%-17.6pp |
| Annual return | 49.71% | 41.66%+8.0pp | 773.79%-724.1pp | 35.59%+14.1pp |
| Employer contribution / active EE | $2,296 | $2,340-1.9% | $2,912-21.2% | $2,755-16.7% |
| Participant deferral / active EE | $3,420 | $3,281+4.2% | $4,319-20.8% | $4,296-20.4% |
| Admin fee / account holder | $9,601 | $4,981+92.7% | $7,386+30.0% | $6,918+38.8% |