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 | $52,240 | $91,190-42.7% | $178,490-70.7% | $79,858-34.6% |
| Participation rate | 48.3% | 69.2%-20.9pp | 81.9%-33.6pp | 69.6%-21.3pp |
| Annual return | 71.70% | 24.19%+47.5pp | 151.07%-79.4pp | 31.71%+40.0pp |
| Employer contribution / active EE | $2,977 | $3,256-8.6% | $5,011-40.6% | $2,471+20.5% |
| Participant deferral / active EE | $2,433 | $3,236-24.8% | $5,202-53.2% | $3,740-34.9% |
| Admin fee / account holder | $5,910 | $6,751-12.5% | $13,984-57.7% | $5,306+11.4% |