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 | $80,747 | $71,050+13.6% | $93,606-13.7% | $80,856-0.1% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.6%-34.3pp |
| Annual return | 448.92% | 11.26%+437.7pp | 133.20%+315.7pp | 35.59%+413.3pp |
| Employer contribution / active EE | $3,187 | $1,564+103.8% | $2,420+31.7% | $2,755+15.7% |
| Participant deferral / active EE | $6,967 | $4,034+72.7% | $4,411+57.9% | $4,296+62.2% |
| Admin fee / account holder | $2,228 | $6,945-67.9% | $8,285-73.1% | $6,918-67.8% |