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 | $45,582 | $44,960+1.4% | $84,966-46.4% | $74,495-38.8% |
| Participation rate | 57.7% | 49.4%+8.3pp | 67.5%-9.8pp | 67.2%-9.5pp |
| Annual return | 33.00% | 26.24%+6.8pp | 66.38%-33.4pp | 1364.94%-1331.9pp |
| Employer contribution / active EE | $1,483 | $1,457+1.8% | $2,727-45.6% | $2,623-43.5% |
| Participant deferral / active EE | $3,325 | $2,731+21.8% | $4,519-26.4% | $4,346-23.5% |
| Admin fee / account holder | $1,460 | $2,209-33.9% | $6,149-76.3% | $1,942-24.8% |