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 | $60,599 | $68,346-11.3% | $94,646-36.0% | $75,163-19.4% |
| Participation rate | 66.7% | 76.1%-9.4pp | 80.8%-14.2pp | 67.2%-0.5pp |
| Annual return | 20.76% | 616.93%-596.2pp | 156.71%-135.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,520 | $2,701+30.3% | $3,672-4.1% | $2,670+31.9% |
| Participant deferral / active EE | $8,439 | $6,537+29.1% | $7,418+13.8% | $4,125+104.6% |
| Admin fee / account holder | $5,023 | $5,326-5.7% | $7,231-30.5% | $5,651-11.1% |