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 | $110,583 | $85,022+30.1% | $70,515+56.8% | $139,434-20.7% |
| Participation rate | 33.3% | 73.9%-40.6pp | 68.3%-35.0pp | 80.3%-47.0pp |
| Annual return | 15.52% | 30.38%-14.9pp | 32.77%-17.3pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,017 | $3,909+2.8% | $2,973+35.1% | $4,751-15.5% |
| Participant deferral / active EE | $10,566 | $5,890+79.4% | $4,567+131.4% | $6,710+57.5% |
| Admin fee / account holder | $5,655 | $8,906-36.5% | $6,412-11.8% | $11,403-50.4% |