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 | $62,384 | $49,922+25.0% | $80,569-22.6% | $75,163-17.0% |
| Participation rate | 50.9% | 55.3%-4.4pp | 67.0%-16.1pp | 67.2%-16.2pp |
| Annual return | 17.75% | 34.69%-16.9pp | 935.43%-917.7pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,304 | $1,698+35.7% | $2,723-15.4% | $2,670-13.7% |
| Participant deferral / active EE | $4,376 | $2,990+46.3% | $4,447-1.6% | $4,125+6.1% |
| Admin fee / account holder | $2,071 | $3,577-42.1% | $5,377-61.5% | $5,651-63.4% |