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 4-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 | $81,386 | $99,877-18.5% | $84,966-4.2% | $145,922-44.2% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 10.17% | 83.76%-73.6pp | 66.38%-56.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,107 | $3,231-65.8% | $2,727-59.4% | $4,660-76.2% |
| Participant deferral / active EE | $8,847 | $5,291+67.2% | $4,519+95.8% | $6,688+32.3% |
| Admin fee / account holder | $665 | $7,248-90.8% | $6,149-89.2% | $13,397-95.0% |