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 6-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 | $80,266 | $80,731-0.6% | $103,374-22.4% | $74,546+7.7% |
| Participation rate | 49.1% | 65.7%-16.6pp | 74.5%-25.4pp | 67.2%-18.1pp |
| Annual return | 103.99% | 27.56%+76.4pp | 24.89%+79.1pp | 1366.03%-1262.0pp |
| Employer contribution / active EE | $2,427 | $3,158-23.1% | $3,869-37.3% | $2,624-7.5% |
| Participant deferral / active EE | $4,444 | $3,860+15.1% | $5,058-12.1% | $4,347+2.2% |
| Admin fee / account holder | $1,825 | $2,369-23.0% | $8,394-78.3% | $1,944-6.1% |