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 6-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 | $50,634 | $44,960+12.6% | $84,966-40.4% | $74,495-32.0% |
| Participation rate | 49.6% | 49.4%+0.2pp | 67.5%-17.9pp | 67.2%-17.6pp |
| Annual return | 52.05% | 26.24%+25.8pp | 66.38%-14.3pp | 1364.94%-1312.9pp |
| Employer contribution / active EE | $2,521 | $1,457+73.0% | $2,727-7.5% | $2,623-3.9% |
| Participant deferral / active EE | $4,735 | $2,731+73.4% | $4,519+4.8% | $4,346+9.0% |
| Admin fee / account holder | $3,257 | $2,209+47.5% | $6,149-47.0% | $1,942+67.8% |