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 9-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 | $47,123 | $49,922-5.6% | $80,569-41.5% | $75,163-37.3% |
| Participation rate | 46.2% | 55.3%-9.2pp | 67.0%-20.8pp | 67.2%-21.0pp |
| Annual return | 24.87% | 34.69%-9.8pp | 935.43%-910.6pp | 160.62%-135.7pp |
| Employer contribution / active EE | $2,740 | $1,698+61.3% | $2,723+0.6% | $2,670+2.6% |
| Participant deferral / active EE | $5,150 | $2,990+72.2% | $4,447+15.8% | $4,125+24.9% |
| Admin fee / account holder | $3,218 | $3,577-10.0% | $5,377-40.2% | $5,651-43.1% |