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 | $63,535 | $53,777+18.1% | $134,143-52.6% | $79,858-20.4% |
| Participation rate | 53.0% | 58.8%-5.7pp | 72.2%-19.1pp | 69.6%-16.6pp |
| Annual return | 371.44% | 19.01%+352.4pp | 36.33%+335.1pp | 31.71%+339.7pp |
| Employer contribution / active EE | $2,488 | $1,321+88.3% | $3,704-32.8% | $2,471+0.7% |
| Participant deferral / active EE | $3,180 | $2,420+31.4% | $3,499-9.1% | $3,740-15.0% |
| Admin fee / account holder | $480 | $3,984-88.0% | $6,684-92.8% | $5,306-91.0% |