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 9-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 | $49,365 | $53,822-8.3% | $75,696-34.8% | $85,850-42.5% |
| Participation rate | 50.6% | 69.1%-18.4pp | 74.8%-24.2pp | 69.3%-18.7pp |
| Annual return | 114.97% | 24.54%+90.4pp | 104.53%+10.4pp | 318.53%-203.6pp |
| Employer contribution / active EE | $1,240 | $2,017-38.5% | $2,743-54.8% | $2,565-51.6% |
| Participant deferral / active EE | $5,384 | $2,895+86.0% | $3,821+40.9% | $3,952+36.3% |
| Admin fee / account holder | $409 | $3,343-87.8% | $3,619-88.7% | $6,260-93.5% |