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 | $87,526 | $74,888+16.9% | $71,209+22.9% | $142,382-38.5% |
| Participation rate | 17.6% | 76.2%-58.6pp | 73.8%-56.1pp | 80.1%-62.5pp |
| Annual return | 18.62% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,521 | $2,854-46.7% | $2,721-44.1% | $4,299-64.6% |
| Participant deferral / active EE | $4,334 | $4,454-2.7% | $4,175+3.8% | $6,507-33.4% |
| Admin fee / account holder | $5,028 | $5,568-9.7% | $5,349-6.0% | $12,624-60.2% |