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 7-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 | $64,817 | $67,823-4.4% | $52,425+23.6% | $137,256-52.8% |
| Participation rate | 21.7% | 63.9%-42.2pp | 55.6%-33.9pp | 80.0%-58.2pp |
| Annual return | 30.59% | 219.11%-188.5pp | 302.12%-271.5pp | 220.34%-189.7pp |
| Employer contribution / active EE | $827 | $1,163-28.9% | $914-9.5% | $4,156-80.1% |
| Participant deferral / active EE | $2,870 | $2,288+25.5% | $1,790+60.3% | $6,407-55.2% |
| Admin fee / account holder | $538 | $2,844-81.1% | $2,495-78.4% | $12,270-95.6% |