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 | $41,430 | $60,124-31.1% | $90,404-54.2% | $79,858-48.1% |
| Participation rate | 65.6% | 65.0%+0.6pp | 72.7%-7.1pp | 69.6%-4.0pp |
| Annual return | 17.17% | 71.94%-54.8pp | 1293.02%-1275.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,512 | $2,068-26.9% | $3,262-53.6% | $2,471-38.8% |
| Participant deferral / active EE | $4,557 | $2,938+55.1% | $3,963+15.0% | $3,740+21.9% |
| Admin fee / account holder | $450 | $3,976-88.7% | $5,611-92.0% | $5,306-91.5% |