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 | $49,684 | $72,177-31.2% | $115,037-56.8% | $59,632-16.7% |
| Participation rate | 57.6% | 72.6%-15.0pp | 81.4%-23.8pp | 68.7%-11.1pp |
| Annual return | 60.29% | 12.02%+48.3pp | 26.14%+34.2pp | 2041.28%-1981.0pp |
| Employer contribution / active EE | $2,446 | $2,841-13.9% | $4,608-46.9% | $2,203+11.0% |
| Participant deferral / active EE | $4,482 | $4,783-6.3% | $6,026-25.6% | $3,192+40.4% |
| Admin fee / account holder | $1,982 | $4,927-59.8% | $8,175-75.8% | $4,297-53.9% |