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 | $63,299 | $49,922+26.8% | $80,569-21.4% | $75,163-15.8% |
| Participation rate | 53.1% | 55.3%-2.2pp | 67.0%-13.9pp | 67.2%-14.1pp |
| Annual return | 21.03% | 34.69%-13.7pp | 935.43%-914.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $2,444 | $1,698+43.9% | $2,723-10.3% | $2,670-8.5% |
| Participant deferral / active EE | $4,706 | $2,990+57.4% | $4,447+5.8% | $4,125+14.1% |
| Admin fee / account holder | $1,368 | $3,577-61.8% | $5,377-74.6% | $5,651-75.8% |