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 | $90,895 | $93,571-2.9% | $135,903-33.1% | $75,163+20.9% |
| Participation rate | 63.0% | 75.2%-12.2pp | 81.9%-18.9pp | 67.2%-4.2pp |
| Annual return | 19.27% | 30.90%-11.6pp | 68.23%-49.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,992 | $3,537-15.4% | $4,856-38.4% | $2,670+12.1% |
| Participant deferral / active EE | $8,194 | $6,404+27.9% | $7,758+5.6% | $4,125+98.6% |
| Admin fee / account holder | $461 | $6,975-93.4% | $10,762-95.7% | $5,651-91.8% |