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 | $18,562 | $48,046-61.4% | $84,611-78.1% | $72,985-74.6% |
| Participation rate | 57.1% | 57.6%-0.4pp | 68.2%-11.1pp | 69.5%-12.3pp |
| Annual return | 66.96% | 37.38%+29.6pp | 258.74%-191.8pp | 81.00%-14.0pp |
| Employer contribution / active EE | $4,005 | $1,602+150.1% | $2,652+51.0% | $2,440+64.2% |
| Participant deferral / active EE | $2,795 | $2,680+4.3% | $3,899-28.3% | $3,607-22.5% |
| Admin fee / account holder | $2,387 | $3,395-29.7% | $4,912-51.4% | $5,124-53.4% |