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 | $22,291 | $49,922-55.3% | $80,569-72.3% | $75,163-70.3% |
| Participation rate | 53.3% | 55.3%-2.0pp | 67.0%-13.7pp | 67.2%-13.9pp |
| Annual return | 29.97% | 34.69%-4.7pp | 935.43%-905.5pp | 160.62%-130.6pp |
| Employer contribution / active EE | $6,563 | $1,698+286.5% | $2,723+141.0% | $2,670+145.8% |
| Participant deferral / active EE | $2,587 | $2,990-13.5% | $4,447-41.8% | $4,125-37.3% |
| Admin fee / account holder | $746 | $3,577-79.1% | $5,377-86.1% | $5,651-86.8% |