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 3-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 | $126,328 | $82,978+52.2% | $129,995-2.8% | $71,457+76.8% |
| Participation rate | 58.2% | 74.1%-15.9pp | 78.5%-20.3pp | 67.9%-9.7pp |
| Annual return | 16.91% | 20.60%-3.7pp | -137.18%+154.1pp | 28.85%-11.9pp |
| Employer contribution / active EE | $5,431 | $2,622+107.1% | $4,320+25.7% | $2,588+109.9% |
| Participant deferral / active EE | $7,731 | $4,432+74.4% | $5,820+32.8% | $4,289+80.3% |
| Admin fee / account holder | $7,517 | $1,729+334.8% | $10,614-29.2% | $1,587+373.6% |