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 | $49,170 | $41,078+19.7% | $80,569-39.0% | $71,457-31.2% |
| Participation rate | 50.8% | 50.2%+0.6pp | 67.0%-16.2pp | 67.9%-17.1pp |
| Annual return | 21.72% | 38.45%-16.7pp | 935.43%-913.7pp | 28.85%-7.1pp |
| Employer contribution / active EE | $2,297 | $1,506+52.5% | $2,723-15.7% | $2,588-11.2% |
| Participant deferral / active EE | $5,859 | $2,699+117.1% | $4,447+31.7% | $4,289+36.6% |
| Admin fee / account holder | $5,463 | $1,840+196.8% | $5,377+1.6% | $1,587+244.2% |