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 5-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 | $154,454 | $111,754+38.2% | $103,333+49.5% | $145,922+5.8% |
| Participation rate | 69.6% | 77.9%-8.4pp | 74.5%-4.9pp | 80.3%-10.7pp |
| Annual return | 14.43% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,701 | $4,212-35.9% | $3,868-30.2% | $4,660-42.0% |
| Participant deferral / active EE | $6,558 | $5,619+16.7% | $5,057+29.7% | $6,688-1.9% |
| Admin fee / account holder | $1,823 | $9,750-81.3% | $8,355-78.2% | $13,397-86.4% |