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 | $35,016 | $105,859-66.9% | $90,160-61.2% | $147,584-76.3% |
| Participation rate | 69.6% | 79.7%-10.2pp | 76.9%-7.3pp | 82.8%-13.3pp |
| Annual return | 124.34% | 37.63%+86.7pp | 34.88%+89.5pp | 578.55%-454.2pp |
| Employer contribution / active EE | $2,345 | $4,126-43.2% | $3,318-29.3% | $4,876-51.9% |
| Participant deferral / active EE | $3,834 | $5,733-33.1% | $5,288-27.5% | $5,439-29.5% |
| Admin fee / account holder | $2,363 | $8,046-70.6% | $5,943-60.2% | $10,885-78.3% |