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 | $45,698 | $52,279-12.6% | $89,391-48.9% | $79,858-42.8% |
| Participation rate | 62.9% | 57.5%+5.3pp | 68.0%-5.1pp | 69.6%-6.7pp |
| Annual return | 29.40% | 22.16%+7.2pp | 245.62%-216.2pp | 31.71%-2.3pp |
| Employer contribution / active EE | $3,966 | $1,572+152.3% | $2,586+53.4% | $2,471+60.5% |
| Participant deferral / active EE | $7,288 | $2,740+166.0% | $3,890+87.4% | $3,740+94.9% |
| Admin fee / account holder | $5,308 | $3,356+58.1% | $4,881+8.7% | $5,3060% |