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 | $48,361 | $56,053-13.7% | $75,972-36.3% | $80,856-40.2% |
| Participation rate | 64.4% | 62.0%+2.4pp | 69.1%-4.6pp | 67.6%-3.2pp |
| Annual return | 14.68% | 20.53%-5.8pp | 359.55%-344.9pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,896 | $1,874+54.5% | $2,685+7.9% | $2,755+5.1% |
| Participant deferral / active EE | $4,878 | $3,052+59.9% | $4,255+14.6% | $4,296+13.6% |
| Admin fee / account holder | $11,415 | $5,234+118.1% | $6,467+76.5% | $6,918+65.0% |