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 | $67,892 | $56,053+21.1% | $75,972-10.6% | $80,856-16.0% |
| Participation rate | 39.5% | 62.0%-22.6pp | 69.1%-29.6pp | 67.6%-28.2pp |
| Annual return | 17.15% | 20.53%-3.4pp | 359.55%-342.4pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,779 | $1,874+48.3% | $2,685+3.5% | $2,755+0.9% |
| Participant deferral / active EE | $5,507 | $3,052+80.5% | $4,255+29.4% | $4,296+28.2% |
| Admin fee / account holder | $4,038 | $5,234-22.8% | $6,467-37.6% | $6,918-41.6% |