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 | $40,206 | $53,127-24.3% | $86,590-53.6% | $70,131-42.7% |
| Participation rate | 65.5% | 65.3%+0.2pp | 73.5%-8.0pp | 69.5%-4.0pp |
| Annual return | 17.15% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $3,147 | $2,068+52.1% | $2,839+10.8% | $2,342+34.3% |
| Participant deferral / active EE | $6,373 | $2,696+136.4% | $3,609+76.6% | $3,332+91.3% |
| Admin fee / account holder | $18,983 | $3,585+429.4% | $4,906+287.0% | $4,645+308.6% |