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 | $109,688 | $201,272-45.5% | $184,203-40.5% | $145,922-24.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 18.73% | 29.00%-10.3pp | 28.81%-10.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $1,842 | $7,022-73.8% | $6,427-71.3% | $4,660-60.5% |
| Participant deferral / active EE | $6,791 | $9,806-30.7% | $9,131-25.6% | $6,688+1.5% |
| Admin fee / account holder | $24,632 | $16,364+50.5% | $13,901+77.2% | $13,397+83.9% |