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 5-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 | $34,989 | $62,573-44.1% | $85,682-59.2% | $85,850-59.2% |
| Participation rate | 59.3% | 61.1%-1.9pp | 69.9%-10.6pp | 69.3%-10.1pp |
| Annual return | 50.82% | 23.77%+27.0pp | 21.49%+29.3pp | 318.53%-267.7pp |
| Employer contribution / active EE | $2,186 | $1,757+24.4% | $2,618-16.5% | $2,565-14.8% |
| Participant deferral / active EE | $5,156 | $2,802+84.0% | $3,923+31.5% | $3,952+30.5% |
| Admin fee / account holder | $22,367 | $4,640+382.0% | $6,873+225.4% | $6,260+257.3% |