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 | $74,103 | $66,098+12.1% | $101,794-27.2% | $74,304-0.3% |
| Participation rate | 48.2% | 53.8%-5.6pp | 69.2%-21.0pp | 60.3%-12.1pp |
| Annual return | 22.15% | 19.59%+2.6pp | 30.53%-8.4pp | 29.43%-7.3pp |
| Employer contribution / active EE | $2,042 | $1,082+88.8% | $2,289-10.8% | $2,241-8.9% |
| Participant deferral / active EE | $5,937 | $2,781+113.5% | $4,084+45.4% | $3,767+57.6% |
| Admin fee / account holder | $497 | $4,146-88.0% | $8,777-94.3% | $2,969-83.3% |