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 | $51,087 | $109,413-53.3% | $156,263-67.3% | $84,808-39.8% |
| Participation rate | 66.7% | 72.7%-6.0pp | 78.9%-12.2pp | 68.3%-1.6pp |
| Annual return | 54.56% | 20.18%+34.4pp | 59.47%-4.9pp | 40.90%+13.7pp |
| Employer contribution / active EE | $3,638 | $2,907+25.1% | $4,333-16.0% | $2,631+38.3% |
| Participant deferral / active EE | $9,331 | $4,590+103.3% | $6,158+51.5% | $4,212+121.6% |
| Admin fee / account holder | $23,634 | $9,357+152.6% | $14,255+65.8% | $7,344+221.8% |