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 4-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 | $32,486 | $95,266-65.9% | $82,389-60.6% | $142,382-77.2% |
| Participation rate | 36.8% | 74.5%-37.6pp | 69.5%-32.7pp | 80.1%-43.3pp |
| Annual return | 99.63% | 25.74%+73.9pp | 28.67%+71.0pp | 217.08%-117.4pp |
| Employer contribution / active EE | $2,552 | $2,991-14.7% | $2,517+1.4% | $4,299-40.6% |
| Participant deferral / active EE | $3,744 | $4,809-22.1% | $4,155-9.9% | $6,507-42.5% |
| Admin fee / account holder | $943 | $8,563-89.0% | $7,231-87.0% | $12,624-92.5% |