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 | $85,433 | $79,171+7.9% | $102,423-16.6% | $74,495+14.7% |
| Participation rate | 52.0% | 74.8%-22.8pp | 76.5%-24.5pp | 67.2%-15.2pp |
| Annual return | 18.96% | 54.93%-36.0pp | 29.32%-10.4pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $2,323 | $2,362-1.7% | $3,023-23.2% | $2,623-11.5% |
| Participant deferral / active EE | $2,561 | $4,415-42.0% | $5,053-49.3% | $4,346-41.1% |
| Admin fee / account holder | $1,994 | $2,001-0.3% | $9,451-78.9% | $1,942+2.7% |