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 | $54,406 | $115,770-53.0% | $101,248-46.3% | $158,922-65.8% |
| Participation rate | 65.2% | 79.4%-14.1pp | 75.8%-10.6pp | 82.0%-16.7pp |
| Annual return | 79.45% | 56.14%+23.3pp | 46.47%+33.0pp | 302.83%-223.4pp |
| Employer contribution / active EE | $2,085 | $4,175-50.1% | $3,660-43.0% | $4,761-56.2% |
| Participant deferral / active EE | $5,731 | $4,957+15.6% | $4,370+31.1% | $5,982-4.2% |
| Admin fee / account holder | $3,917 | $7,245-45.9% | $5,945-34.1% | $11,246-65.2% |