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 | $43,132 | $49,922-13.6% | $80,569-46.5% | $75,163-42.6% |
| Participation rate | 58.6% | 55.3%+3.3pp | 67.0%-8.4pp | 67.2%-8.6pp |
| Annual return | 21.88% | 34.69%-12.8pp | 935.43%-913.5pp | 160.62%-138.7pp |
| Employer contribution / active EE | $2,525 | $1,698+48.7% | $2,723-7.3% | $2,670-5.4% |
| Participant deferral / active EE | $4,454 | $2,990+48.9% | $4,447+0.1% | $4,125+8.0% |
| Admin fee / account holder | $2,473 | $3,577-30.9% | $5,377-54.0% | $5,651-56.2% |