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 | $22,459 | $49,922-55.0% | $80,569-72.1% | $75,163-70.1% |
| Participation rate | 62.3% | 55.3%+7.0pp | 67.0%-4.7pp | 67.2%-4.9pp |
| Annual return | 19.75% | 34.69%-14.9pp | 935.43%-915.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,470 | $1,698-13.5% | $2,723-46.0% | $2,670-44.9% |
| Participant deferral / active EE | $3,022 | $2,990+1.0% | $4,447-32.1% | $4,125-26.7% |
| Admin fee / account holder | $849 | $3,577-76.3% | $5,377-84.2% | $5,651-85.0% |