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 | $31,928 | $49,922-36.0% | $80,569-60.4% | $75,163-57.5% |
| Participation rate | 64.1% | 55.3%+8.8pp | 67.0%-2.9pp | 67.2%-3.1pp |
| Annual return | 24.21% | 34.69%-10.5pp | 935.43%-911.2pp | 160.62%-136.4pp |
| Employer contribution / active EE | $2,216 | $1,698+30.5% | $2,723-18.7% | $2,670-17.0% |
| Participant deferral / active EE | $4,266 | $2,990+42.7% | $4,447-4.1% | $4,125+3.4% |
| Admin fee / account holder | $320 | $3,577-91.1% | $5,377-94.1% | $5,651-94.3% |