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 | $11,322 | $56,114-79.8% | $96,139-88.2% | $85,850-86.8% |
| Participation rate | 66.7% | 56.7%+9.9pp | 68.4%-1.8pp | 69.3%-2.6pp |
| Annual return | 51.99% | 42.30%+9.7pp | 191.94%-140.0pp | 318.53%-266.5pp |
| Employer contribution / active EE | $1,555 | $1,620-4.0% | $2,797-44.4% | $2,565-39.4% |
| Participant deferral / active EE | $2,478 | $2,859-13.3% | $4,349-43.0% | $3,952-37.3% |
| Admin fee / account holder | $701 | $3,768-81.4% | $5,537-87.3% | $6,260-88.8% |