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 7-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 | $33,436 | $89,753-62.7% | $107,525-68.9% | $84,808-60.6% |
| Participation rate | 67.6% | 68.1%-0.5pp | 75.1%-7.5pp | 68.3%-0.7pp |
| Annual return | 45.83% | 29.48%+16.4pp | 181.32%-135.5pp | 40.90%+4.9pp |
| Employer contribution / active EE | $2,377 | $3,113-23.7% | $3,754-36.7% | $2,631-9.7% |
| Participant deferral / active EE | $4,595 | $4,056+13.3% | $5,116-10.2% | $4,212+9.1% |
| Admin fee / account holder | $2,706 | $7,222-62.5% | $8,919-69.7% | $7,344-63.1% |