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 9-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 | $77,111 | $91,538-15.8% | $129,995-40.7% | $75,163+2.6% |
| Participation rate | 65.5% | 71.4%-5.9pp | 78.5%-13.0pp | 67.2%-1.7pp |
| Annual return | 25.67% | -631.11%+656.8pp | -137.18%+162.9pp | 160.62%-134.9pp |
| Employer contribution / active EE | $5,659 | $2,845+98.9% | $4,320+31.0% | $2,670+112.0% |
| Participant deferral / active EE | $12,164 | $4,341+180.2% | $5,820+109.0% | $4,125+194.9% |
| Admin fee / account holder | $3,163 | $6,790-53.4% | $10,614-70.2% | $5,651-44.0% |