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 | $35,224 | $49,922-29.4% | $80,569-56.3% | $75,163-53.1% |
| Participation rate | 58.3% | 55.3%+3.0pp | 67.0%-8.7pp | 67.2%-8.9pp |
| Annual return | 19.04% | 34.69%-15.6pp | 935.43%-916.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,163 | $1,698+27.3% | $2,723-20.6% | $2,670-19.0% |
| Participant deferral / active EE | $3,577 | $2,990+19.6% | $4,447-19.6% | $4,125-13.3% |
| Admin fee / account holder | $888 | $3,577-75.2% | $5,377-83.5% | $5,651-84.3% |