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 | $77,244 | $73,515+5.1% | $62,995+22.6% | $147,584-47.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 30.40% | 175.43%-145.0pp | 87.57%-57.2pp | 578.55%-548.1pp |
| Employer contribution / active EE | $3,621 | $3,320+9.1% | $2,759+31.3% | $4,876-25.7% |
| Participant deferral / active EE | $4,259 | $4,185+1.8% | $3,329+27.9% | $5,439-21.7% |
| Admin fee / account holder | $1,392 | $5,953-76.6% | $3,600-61.3% | $10,885-87.2% |