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 | $57,817 | $49,173+17.6% | $121,098-52.3% | $75,163-23.1% |
| Participation rate | 61.5% | 55.4%+6.1pp | 69.5%-7.9pp | 67.2%-5.7pp |
| Annual return | 17.28% | 55.99%-38.7pp | 985.75%-968.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,425 | $1,546+56.9% | $4,164-41.8% | $2,670-9.2% |
| Participant deferral / active EE | $4,774 | $2,628+81.7% | $4,080+17.0% | $4,125+15.7% |
| Admin fee / account holder | $338 | $3,942-91.4% | $5,644-94.0% | $5,651-94.0% |