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 | $28,784 | $110,502-74.0% | $80,716-64.3% | $167,490-82.8% |
| Participation rate | 66.7% | 64.0%+2.7pp | 54.2%+12.5pp | 82.1%-15.4pp |
| Annual return | 14.23% | 120.54%-106.3pp | 87.28%-73.1pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,758 | $1,543+14.0% | $1,160+51.6% | $4,837-63.7% |
| Participant deferral / active EE | $2,030 | $2,871-29.3% | $2,146-5.4% | $6,341-68.0% |
| Admin fee / account holder | $1,869 | $4,545-58.9% | $3,380-44.7% | $12,309-84.8% |