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 | $85,945 | $74,927+14.7% | $101,794-15.6% | $84,808+1.3% |
| Participation rate | 66.1% | 61.4%+4.7pp | 69.2%-3.1pp | 68.3%-2.2pp |
| Annual return | 74.97% | 18.70%+56.3pp | 30.53%+44.4pp | 40.90%+34.1pp |
| Employer contribution / active EE | $1,965 | $1,522+29.1% | $2,289-14.1% | $2,631-25.3% |
| Participant deferral / active EE | $4,067 | $3,099+31.2% | $4,084-0.4% | $4,212-3.4% |
| Admin fee / account holder | $1,787 | $6,514-72.6% | $8,777-79.6% | $7,344-75.7% |