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 3-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 | $29,070 | $89,753-67.6% | $107,525-73.0% | $84,808-65.7% |
| Participation rate | 67.7% | 68.1%-0.3pp | 75.1%-7.3pp | 68.3%-0.6pp |
| Annual return | 43.96% | 29.48%+14.5pp | 181.32%-137.4pp | 40.90%+3.1pp |
| Employer contribution / active EE | $2,759 | $3,113-11.4% | $3,754-26.5% | $2,631+4.9% |
| Participant deferral / active EE | $4,058 | $4,056+0.1% | $5,116-20.7% | $4,212-3.6% |
| Admin fee / account holder | $1,100 | $7,222-84.8% | $8,919-87.7% | $7,344-85.0% |