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 | $57,476 | $29,660+93.8% | $56,411+1.9% | $80,856-28.9% |
| Participation rate | 48.0% | 41.6%+6.4pp | 52.5%-4.5pp | 67.6%-19.6pp |
| Annual return | 32.14% | 35.23%-3.1pp | 1701.33%-1669.2pp | 35.59%-3.5pp |
| Employer contribution / active EE | $1,272 | $669+90.0% | $1,039+22.4% | $2,755-53.8% |
| Participant deferral / active EE | $1,838 | $1,226+49.9% | $1,952-5.8% | $4,296-57.2% |
| Admin fee / account holder | $532 | $2,428-78.1% | $2,829-81.2% | $6,918-92.3% |