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 | $41,294 | $70,428-41.4% | $96,562-57.2% | $85,850-51.9% |
| Participation rate | 47.1% | 61.8%-14.7pp | 69.8%-22.8pp | 69.3%-22.3pp |
| Annual return | 95.10% | 18.59%+76.5pp | 37.78%+57.3pp | 318.53%-223.4pp |
| Employer contribution / active EE | $2,536 | $1,413+79.5% | $2,356+7.6% | $2,565-1.1% |
| Participant deferral / active EE | $4,574 | $2,894+58.1% | $3,849+18.8% | $3,952+15.8% |
| Admin fee / account holder | $6,200 | $4,997+24.1% | $6,181+0.3% | $6,260-1.0% |