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 | $149,400 | $88,672+68.5% | $105,223+42.0% | $82,448+81.2% |
| Participation rate | 65.3% | 67.9%-2.6pp | 75.0%-9.7pp | 68.1%-2.8pp |
| Annual return | 14.22% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,123 | $3,048-63.1% | $3,689-69.5% | $2,551-56.0% |
| Participant deferral / active EE | $4,700 | $4,036+16.5% | $5,072-7.3% | $4,139+13.5% |
| Admin fee / account holder | $30,002 | $7,146+319.8% | $8,859+238.7% | $7,234+314.7% |