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 | $39,539 | $53,777-26.5% | $134,143-70.5% | $79,858-50.5% |
| Participation rate | 69.6% | 58.8%+10.8pp | 72.2%-2.6pp | 69.6%-0.1pp |
| Annual return | 14.32% | 19.01%-4.7pp | 36.33%-22.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,272 | $1,321+71.9% | $3,704-38.7% | $2,471-8.1% |
| Participant deferral / active EE | $5,177 | $2,420+113.9% | $3,499+48.0% | $3,740+38.4% |
| Admin fee / account holder | $18,457 | $3,984+363.3% | $6,684+176.1% | $5,306+247.8% |