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 3-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 | $36,084 | $64,839-44.3% | $95,585-62.2% | $84,808-57.5% |
| Participation rate | 69.8% | 63.8%+5.9pp | 72.1%-2.3pp | 68.3%+1.5pp |
| Annual return | 21.72% | -670.96%+692.7pp | 38.56%-16.8pp | 40.90%-19.2pp |
| Employer contribution / active EE | $2,045 | $1,759+16.3% | $2,527-19.0% | $2,631-22.3% |
| Participant deferral / active EE | $5,768 | $2,965+94.6% | $4,023+43.4% | $4,212+37.0% |
| Admin fee / account holder | $1,070 | $5,964-82.1% | $6,127-82.5% | $7,344-85.4% |