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 5-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 | $82,687 | $105,181-21.4% | $159,436-48.1% | $85,850-3.7% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.8%-15.4pp | 69.3%-1.9pp |
| Annual return | 16.52% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $2,085 | $3,318-37.2% | $4,829-56.8% | $2,565-18.7% |
| Participant deferral / active EE | $7,539 | $5,945+26.8% | $7,352+2.5% | $3,952+90.8% |
| Admin fee / account holder | $6,138 | $6,933-11.5% | $10,799-43.2% | $6,260-2.0% |