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 | $92,004 | $61,789+48.9% | $97,167-5.3% | $80,874+13.8% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.7%-12.7pp | 67.6%-7.6pp |
| Annual return | 35.70% | -557.90%+593.6pp | 75.27%-39.6pp | 35.62%+0.1pp |
| Employer contribution / active EE | $2,820 | $1,837+53.5% | $2,729+3.3% | $2,756+2.3% |
| Participant deferral / active EE | $5,504 | $3,028+81.7% | $4,264+29.1% | $4,297+28.1% |
| Admin fee / account holder | $10,815 | $5,168+109.2% | $5,650+91.4% | $6,935+55.9% |