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 6-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 | $58,094 | $71,050-18.2% | $93,606-37.9% | $80,856-28.2% |
| Participation rate | 40.5% | 60.4%-19.9pp | 68.7%-28.2pp | 67.6%-27.1pp |
| Annual return | 62.07% | 11.26%+50.8pp | 133.20%-71.1pp | 35.59%+26.5pp |
| Employer contribution / active EE | $1,338 | $1,564-14.4% | $2,420-44.7% | $2,755-51.4% |
| Participant deferral / active EE | $3,373 | $4,034-16.4% | $4,411-23.5% | $4,296-21.5% |
| Admin fee / account holder | $8,359 | $6,945+20.4% | $8,285+0.9% | $6,918+20.8% |