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 9-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 | $77,045 | $85,850-10.3% | $58,748+31.1% | $85,850-10.3% |
| Participation rate | 55.6% | 69.3%-13.8pp | 61.9%-6.4pp | 69.3%-13.8pp |
| Annual return | 14.69% | 318.53%-303.8pp | 141.32%-126.6pp | 318.53%-303.8pp |
| Employer contribution / active EE | $2,111 | $2,565-17.7% | $3,543-40.4% | $2,565-17.7% |
| Participant deferral / active EE | $3,828 | $3,952-3.1% | $4,104-6.7% | $3,952-3.1% |
| Admin fee / account holder | $1,176 | $6,260-81.2% | $854+37.7% | $6,260-81.2% |