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 | $76,509 | $78,422-2.4% | $95,952-20.3% | $79,858-4.2% |
| Participation rate | 65.9% | 73.5%-7.6pp | 77.1%-11.2pp | 69.6%-3.8pp |
| Annual return | 111.29% | 19.37%+91.9pp | 91.61%+19.7pp | 31.71%+79.6pp |
| Employer contribution / active EE | $3,083 | $1,945+58.5% | $2,541+21.3% | $2,471+24.8% |
| Participant deferral / active EE | $4,335 | $3,440+26.0% | $4,167+4.0% | $3,740+15.9% |
| Admin fee / account holder | $24,782 | $5,622+340.8% | $6,795+264.7% | $5,306+367.0% |