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 | $75,542 | $81,625-7.5% | $167,512-54.9% | $74,304+1.7% |
| Participation rate | 27.2% | 60.0%-32.8pp | 77.1%-49.8pp | 60.3%-33.1pp |
| Annual return | 16.49% | 26.09%-9.6pp | 1615.79%-1599.3pp | 29.43%-12.9pp |
| Employer contribution / active EE | $720 | $2,010-64.2% | $3,882-81.5% | $2,241-67.9% |
| Participant deferral / active EE | $1,470 | $4,115-64.3% | $6,405-77.1% | $3,767-61.0% |
| Admin fee / account holder | $3,738 | $3,474+7.6% | $9,769-61.7% | $2,969+25.9% |