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 | $62,551 | $112,881-44.6% | $90,951-31.2% | $158,922-60.6% |
| Participation rate | 62.5% | 74.7%-12.2pp | 69.0%-6.5pp | 82.0%-19.5pp |
| Annual return | 23.44% | 215.79%-192.4pp | 134.60%-111.2pp | 302.83%-279.4pp |
| Employer contribution / active EE | $2,586 | $2,893-10.6% | $2,122+21.9% | $4,761-45.7% |
| Participant deferral / active EE | $6,817 | $4,128+65.2% | $3,373+102.1% | $5,982+14.0% |
| Admin fee / account holder | $2,229 | $8,041-72.3% | $5,959-62.6% | $11,246-80.2% |