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 | $107,991 | $109,982-1.8% | $97,226+11.1% | $145,922-26.0% |
| Participation rate | 63.2% | 75.9%-12.8pp | 72.7%-9.5pp | 80.3%-17.1pp |
| Annual return | 13.22% | 242.90%-229.7pp | 75.13%-61.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,204 | $3,084+36.3% | $2,729+54.1% | $4,660-9.8% |
| Participant deferral / active EE | $8,031 | $4,676+71.7% | $4,264+88.4% | $6,688+20.1% |
| Admin fee / account holder | $2,791 | $6,221-55.1% | $5,654-50.6% | $13,397-79.2% |