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 6-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 | $58,398 | $68,547-14.8% | $120,354-51.5% | $80,856-27.8% |
| Participation rate | 62.3% | 61.6%+0.7pp | 71.9%-9.6pp | 67.6%-5.3pp |
| Annual return | 13.28% | 23.60%-10.3pp | 107.15%-93.9pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,816 | $2,051+37.3% | $3,463-18.7% | $2,755+2.2% |
| Participant deferral / active EE | $4,051 | $3,173+27.6% | $4,991-18.8% | $4,296-5.7% |
| Admin fee / account holder | $1,096 | $5,732-80.9% | $9,423-88.4% | $6,918-84.2% |