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 5-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 | $37,590 | $159,901-76.5% | $146,958-74.4% | $145,922-74.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 33.03% | 98.13%-65.1pp | 418.34%-385.3pp | 561.29%-528.3pp |
| Employer contribution / active EE | $7,415 | $5,286+40.3% | $4,933+50.3% | $4,660+59.1% |
| Participant deferral / active EE | $15,877 | $8,428+88.4% | $8,070+96.7% | $6,688+137.4% |
| Admin fee / account holder | $10,282 | $15,044-31.7% | $12,998-20.9% | $13,397-23.2% |