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 8-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 | $71,158 | $77,634-8.3% | $156,549-54.5% | $62,891+13.1% |
| Participation rate | 61.3% | 71.2%-9.9pp | 84.0%-22.7pp | 69.3%-8.0pp |
| Annual return | 5.38% | 50.32%-44.9pp | 32.23%-26.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $7,934 | $3,444+130.4% | $5,501+44.2% | $2,281+247.8% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $346 | $5,561-93.8% | $13,027-97.3% | $4,296-91.9% |