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 4-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 | $77,090 | $54,705+40.9% | $71,209+8.3% | $84,808-9.1% |
| Participation rate | 45.2% | 64.1%-18.9pp | 73.8%-28.6pp | 68.3%-23.1pp |
| Annual return | 35.30% | 35.90%-0.6pp | 282.51%-247.2pp | 40.90%-5.6pp |
| Employer contribution / active EE | $2,005 | $2,158-7.1% | $2,721-26.3% | $2,631-23.8% |
| Participant deferral / active EE | $5,378 | $3,030+77.5% | $4,175+28.8% | $4,212+27.7% |
| Admin fee / account holder | $8,102 | $4,863+66.6% | $5,349+51.5% | $7,344+10.3% |