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 | $120,466 | $90,348+33.3% | $75,972+58.6% | $145,922-17.4% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.1%-15.2pp | 80.3%-26.4pp |
| Annual return | 13.50% | 620.88%-607.4pp | 359.55%-346.0pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,194 | $3,311-33.7% | $2,685-18.3% | $4,660-52.9% |
| Participant deferral / active EE | $6,682 | $5,162+29.4% | $4,255+57.0% | $6,688-0.1% |
| Admin fee / account holder | $73,686 | $8,467+770.3% | $6,467+1039.5% | $13,397+450.0% |