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 | $67,882 | $102,317-33.7% | $146,958-53.8% | $80,856-16.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 82.2%-15.5pp | 67.6%-1.0pp |
| Annual return | 18.53% | 134.76%-116.2pp | 418.34%-399.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $2,832 | $3,713-23.7% | $4,933-42.6% | $2,755+2.8% |
| Participant deferral / active EE | $6,838 | $6,644+2.9% | $8,070-15.3% | $4,296+59.2% |
| Admin fee / account holder | $2,496 | $7,941-68.6% | $12,998-80.8% | $6,918-63.9% |