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 | $34,801 | $49,922-30.3% | $80,569-56.8% | $75,163-53.7% |
| Participation rate | 58.8% | 55.3%+3.5pp | 67.0%-8.2pp | 67.2%-8.4pp |
| Annual return | 18.95% | 34.69%-15.7pp | 935.43%-916.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,059 | $1,698+21.2% | $2,723-24.4% | $2,670-22.9% |
| Participant deferral / active EE | $3,945 | $2,990+31.9% | $4,447-11.3% | $4,125-4.4% |
| Admin fee / account holder | $1,194 | $3,577-66.6% | $5,377-77.8% | $5,651-78.9% |