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 | $67,659 | $105,181-35.7% | $159,436-57.6% | $85,850-21.2% |
| Participation rate | 64.2% | 75.8%-11.6pp | 82.8%-18.7pp | 69.3%-5.2pp |
| Annual return | 20.26% | 45.07%-24.8pp | 263.57%-243.3pp | 318.53%-298.3pp |
| Employer contribution / active EE | $1,828 | $3,318-44.9% | $4,829-62.2% | $2,565-28.8% |
| Participant deferral / active EE | $2,679 | $5,945-54.9% | $7,352-63.6% | $3,952-32.2% |
| Admin fee / account holder | $1,300 | $6,933-81.2% | $10,799-88.0% | $6,260-79.2% |