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 | $45,475 | $117,841-61.4% | $102,423-55.6% | $145,922-68.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 41.24% | 31.65%+9.6pp | 29.32%+11.9pp | 561.29%-520.0pp |
| Employer contribution / active EE | $1,402 | $3,615-61.2% | $3,023-53.6% | $4,660-69.9% |
| Participant deferral / active EE | $6,688 | $5,731+16.7% | $5,053+32.4% | $6,6880% |
| Admin fee / account holder | $9,253 | $13,326-30.6% | $9,451-2.1% | $13,397-30.9% |