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 8-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 | $52,161 | $67,823-23.1% | $52,425-0.5% | $137,256-62.0% |
| Participation rate | 43.8% | 63.9%-20.2pp | 55.6%-11.9pp | 80.0%-36.2pp |
| Annual return | 13.05% | 219.11%-206.1pp | 302.12%-289.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $900 | $1,163-22.6% | $914-1.5% | $4,156-78.3% |
| Participant deferral / active EE | $2,504 | $2,288+9.4% | $1,790+39.8% | $6,407-60.9% |
| Admin fee / account holder | $4,031 | $2,844+41.7% | $2,495+61.6% | $12,270-67.1% |