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 4-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 | $153,370 | $159,934-4.1% | $147,005+4.3% | $145,959+5.1% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 35.94% | 98.24%-62.3pp | 418.76%-382.8pp | 561.95%-526.0pp |
| Employer contribution / active EE | $2,400 | $5,287-54.6% | $4,934-51.4% | $4,661-48.5% |
| Participant deferral / active EE | $5,750 | $8,427-31.8% | $8,070-28.7% | $6,689-14.0% |
| Admin fee / account holder | $1,645 | $15,053-89.1% | $13,006-87.4% | $13,398-87.7% |