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 | $41,968 | $109,881-61.8% | $150,045-72.0% | $84,808-50.5% |
| Participation rate | 53.7% | 76.1%-22.4pp | 82.3%-28.6pp | 68.3%-14.6pp |
| Annual return | 89.05% | 28.25%+60.8pp | 62.55%+26.5pp | 40.90%+48.2pp |
| Employer contribution / active EE | $3,552 | $3,561-0.3% | $4,693-24.3% | $2,631+35.0% |
| Participant deferral / active EE | $6,707 | $6,636+1.1% | $7,997-16.1% | $4,212+59.3% |
| Admin fee / account holder | $6,025 | $8,568-29.7% | $13,435-55.2% | $7,344-18.0% |