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 | $96,946 | $74,888+29.5% | $71,209+36.1% | $142,382-31.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 22.03% | 345.14%-323.1pp | 282.51%-260.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,773 | $2,854-2.8% | $2,721+1.9% | $4,299-35.5% |
| Participant deferral / active EE | $13,867 | $4,454+211.3% | $4,175+232.1% | $6,507+113.1% |
| Admin fee / account holder | $1,007 | $5,568-81.9% | $5,349-81.2% | $12,624-92.0% |