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 | $37,043 | $98,750-62.5% | $149,696-75.3% | $79,858-53.6% |
| Participation rate | 54.9% | 75.8%-20.9pp | 82.5%-27.6pp | 69.6%-14.7pp |
| Annual return | 110.33% | 27.43%+82.9pp | 276.60%-166.3pp | 31.71%+78.6pp |
| Employer contribution / active EE | $1,199 | $3,216-62.7% | $4,644-74.2% | $2,471-51.5% |
| Participant deferral / active EE | $4,803 | $5,680-15.4% | $6,842-29.8% | $3,740+28.4% |
| Admin fee / account holder | $1,502 | $6,053-75.2% | $9,309-83.9% | $5,306-71.7% |