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 | $63,244 | $57,354+10.3% | $83,848-24.6% | $64,186-1.5% |
| Participation rate | 67.6% | 68.6%-1.0pp | 76.1%-8.5pp | 69.6%-1.9pp |
| Annual return | 50.33% | 11.38%+38.9pp | 850.88%-800.5pp | 7.63%+42.7pp |
| Employer contribution / active EE | $1,481 | $2,545-41.8% | $3,631-59.2% | $2,381-37.8% |
| Participant deferral / active EE | $2,007 | $2,993-32.9% | $4,082-50.8% | $3,470-42.1% |
| Admin fee / account holder | $362 | $4,046-91.0% | $5,478-93.4% | $4,888-92.6% |