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 | $87,234 | $78,485+11.1% | $106,213-17.9% | $74,495+17.1% |
| Participation rate | 39.2% | 72.8%-33.6pp | 75.3%-36.0pp | 67.2%-28.0pp |
| Annual return | 24.76% | 15.95%+8.8pp | 116.14%-91.4pp | 1364.94%-1340.2pp |
| Employer contribution / active EE | $2,978 | $2,523+18.1% | $3,171-6.1% | $2,623+13.6% |
| Participant deferral / active EE | $3,890 | $4,322-10.0% | $5,016-22.5% | $4,346-10.5% |
| Admin fee / account holder | $4,380 | $2,232+96.3% | $11,033-60.3% | $1,942+125.6% |