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 7-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 | $58,991 | $48,046+22.8% | $84,611-30.3% | $72,985-19.2% |
| Participation rate | 59.1% | 57.6%+1.5pp | 68.2%-9.1pp | 69.5%-10.4pp |
| Annual return | 25.60% | 37.38%-11.8pp | 258.74%-233.1pp | 81.00%-55.4pp |
| Employer contribution / active EE | $877 | $1,602-45.3% | $2,652-66.9% | $2,440-64.1% |
| Participant deferral / active EE | $3,829 | $2,680+42.9% | $3,899-1.8% | $3,607+6.1% |
| Admin fee / account holder | $5,941 | $3,395+75.0% | $4,912+21.0% | $5,124+15.9% |