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 | $54,325 | $58,208-6.7% | $81,812-33.6% | $80,856-32.8% |
| Participation rate | 67.9% | 63.4%+4.5pp | 72.3%-4.4pp | 67.6%+0.3pp |
| Annual return | 16.11% | 41.66%-25.6pp | 773.79%-757.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,207 | $2,340+37.0% | $2,912+10.1% | $2,755+16.4% |
| Participant deferral / active EE | $5,592 | $3,281+70.4% | $4,319+29.5% | $4,296+30.2% |
| Admin fee / account holder | $11,673 | $4,981+134.3% | $7,386+58.0% | $6,918+68.7% |