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 | $51,205 | $56,053-8.6% | $75,972-32.6% | $80,856-36.7% |
| Participation rate | 52.2% | 62.0%-9.8pp | 69.1%-16.8pp | 67.6%-15.4pp |
| Annual return | 17.14% | 20.53%-3.4pp | 359.55%-342.4pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,699 | $1,874+44.0% | $2,685+0.5% | $2,755-2.0% |
| Participant deferral / active EE | $6,167 | $3,052+102.1% | $4,255+44.9% | $4,296+43.6% |
| Admin fee / account holder | $15,272 | $5,234+191.8% | $6,467+136.2% | $6,918+120.8% |