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 | $68,939 | $56,053+23.0% | $75,972-9.3% | $80,856-14.7% |
| Participation rate | 60.7% | 62.0%-1.3pp | 69.1%-8.3pp | 67.6%-6.9pp |
| Annual return | 17.33% | 20.53%-3.2pp | 359.55%-342.2pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,626 | $1,874+40.1% | $2,685-2.2% | $2,755-4.7% |
| Participant deferral / active EE | $7,691 | $3,052+152.0% | $4,255+80.7% | $4,296+79.0% |
| Admin fee / account holder | $3,011 | $5,234-42.5% | $6,467-53.4% | $6,918-56.5% |