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 8-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 | $82,007 | $88,083-6.9% | $164,813-50.2% | $74,495+10.1% |
| Participation rate | 56.3% | 73.0%-16.7pp | 78.6%-22.3pp | 67.2%-10.9pp |
| Annual return | 110.35% | 17.26%+93.1pp | 69.93%+40.4pp | 1364.94%-1254.6pp |
| Employer contribution / active EE | $957 | $2,593-63.1% | $4,341-78.0% | $2,623-63.5% |
| Participant deferral / active EE | $3,501 | $4,498-22.2% | $6,031-42.0% | $4,346-19.4% |
| Admin fee / account holder | $3,543 | $2,234+58.6% | $12,690-72.1% | $1,942+82.5% |