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 8-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 | $72,529 | $27,839+160.5% | $58,482+24.0% | $71,457+1.5% |
| Participation rate | 34.7% | 34.5%+0.2pp | 50.9%-16.1pp | 67.9%-33.2pp |
| Annual return | 30.75% | 26.81%+3.9pp | 4239.32%-4208.6pp | 28.85%+1.9pp |
| Employer contribution / active EE | $819 | $631+29.8% | $1,053-22.3% | $2,588-68.4% |
| Participant deferral / active EE | $1,539 | $1,206+27.5% | $1,924-20.0% | $4,289-64.1% |
| Admin fee / account holder | $687 | $1,641-58.1% | $2,516-72.7% | $1,587-56.7% |