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 | $38,463 | $81,208-52.6% | $98,907-61.1% | $79,858-51.8% |
| Participation rate | 61.8% | 72.5%-10.7pp | 76.0%-14.3pp | 69.6%-7.9pp |
| Annual return | 100.41% | 60.99%+39.4pp | 196.43%-96.0pp | 31.71%+68.7pp |
| Employer contribution / active EE | $1,174 | $1,960-40.1% | $2,689-56.3% | $2,471-52.5% |
| Participant deferral / active EE | $1,858 | $3,265-43.1% | $4,244-56.2% | $3,740-50.3% |
| Admin fee / account holder | $477 | $6,013-92.1% | $6,642-92.8% | $5,306-91.0% |