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 | $60,860 | $74,888-18.7% | $71,209-14.5% | $142,382-57.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 23.15% | 345.14%-322.0pp | 282.51%-259.4pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,300 | $2,854-19.4% | $2,721-15.5% | $4,299-46.5% |
| Participant deferral / active EE | $4,600 | $4,454+3.3% | $4,175+10.2% | $6,507-29.3% |
| Admin fee / account holder | $628 | $5,568-88.7% | $5,349-88.3% | $12,624-95.0% |