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 5-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 | $123,549 | $78,672+57.0% | $109,143+13.2% | $85,850+43.9% |
| Participation rate | 59.3% | 68.3%-9.0pp | 75.9%-16.6pp | 69.3%-10.1pp |
| Annual return | 15.37% | 25.09%-9.7pp | 25.75%-10.4pp | 318.53%-303.2pp |
| Employer contribution / active EE | $3,439 | $2,735+25.8% | $3,722-7.6% | $2,565+34.1% |
| Participant deferral / active EE | $4,821 | $3,467+39.0% | $4,653+3.6% | $3,952+22.0% |
| Admin fee / account holder | $3,434 | $5,469-37.2% | $6,752-49.1% | $6,260-45.1% |