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 | $31,650 | $48,046-34.1% | $84,611-62.6% | $72,985-56.6% |
| Participation rate | 50.0% | 57.6%-7.6pp | 68.2%-18.2pp | 69.5%-19.5pp |
| Annual return | 74.32% | 37.38%+36.9pp | 258.74%-184.4pp | 81.00%-6.7pp |
| Employer contribution / active EE | $1,835 | $1,602+14.5% | $2,652-30.8% | $2,440-24.8% |
| Participant deferral / active EE | $4,264 | $2,680+59.1% | $3,899+9.4% | $3,607+18.2% |
| Admin fee / account holder | $661 | $3,395-80.5% | $4,912-86.6% | $5,124-87.1% |