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 | $48,338 | $57,281-15.6% | $86,612-44.2% | $75,163-35.7% |
| Participation rate | 48.0% | 63.2%-15.2pp | 71.7%-23.7pp | 67.2%-19.2pp |
| Annual return | 23.64% | 2670.75%-2647.1pp | 591.07%-567.4pp | 160.62%-137.0pp |
| Employer contribution / active EE | $1,215 | $2,314-47.5% | $3,022-59.8% | $2,670-54.5% |
| Participant deferral / active EE | $5,154 | $3,318+55.4% | $4,438+16.2% | $4,125+25.0% |
| Admin fee / account holder | $1,993 | $4,112-51.5% | $5,614-64.5% | $5,651-64.7% |