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 6-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 | $85,090 | $138,044-38.4% | $125,339-32.1% | $134,475-36.7% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -0.21% | 750.33%-750.5pp | 572.05%-572.3pp | 417.96%-418.2pp |
| Employer contribution / active EE | $24,577 | $5,243+368.7% | $4,814+410.6% | $4,740+418.5% |
| Participant deferral / active EE | $13,167 | $7,799+68.8% | $7,446+76.8% | $6,400+105.7% |
| Admin fee / account holder | $717 | $11,571-93.8% | $10,010-92.8% | $11,426-93.7% |