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 4-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 | $85,256 | $53,516+59.3% | $126,539-32.6% | $84,808+0.5% |
| Participation rate | 57.1% | 58.2%-1.1pp | 69.8%-12.7pp | 68.3%-11.2pp |
| Annual return | 14.04% | 58.34%-44.3pp | 425.95%-411.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,779 | $1,535+15.9% | $3,674-51.6% | $2,631-32.4% |
| Participant deferral / active EE | $3,622 | $2,671+35.6% | $4,083-11.3% | $4,212-14.0% |
| Admin fee / account holder | $2,399 | $4,497-46.6% | $6,065-60.4% | $7,344-67.3% |