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 10-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 | $51,379 | $60,022-14.4% | $88,946-42.2% | $84,808-39.4% |
| Participation rate | 56.9% | 57.8%-0.9pp | 68.8%-11.9pp | 68.3%-11.4pp |
| Annual return | 112.02% | 22.43%+89.6pp | 57.82%+54.2pp | 40.90%+71.1pp |
| Employer contribution / active EE | $3,219 | $1,703+89.0% | $2,555+26.0% | $2,631+22.3% |
| Participant deferral / active EE | $3,699 | $3,114+18.8% | $4,581-19.3% | $4,212-12.2% |
| Admin fee / account holder | $2,885 | $4,811-40.0% | $8,261-65.1% | $7,344-60.7% |