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 7-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 | $58,135 | $79,171-26.6% | $102,423-43.2% | $74,495-22.0% |
| Participation rate | 65.7% | 74.8%-9.1pp | 76.5%-10.7pp | 67.2%-1.5pp |
| Annual return | 15.62% | 54.93%-39.3pp | 29.32%-13.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $3,035 | $2,362+28.5% | $3,023+0.4% | $2,623+15.7% |
| Participant deferral / active EE | $6,694 | $4,415+51.6% | $5,053+32.5% | $4,346+54.0% |
| Admin fee / account holder | $6,454 | $2,001+222.6% | $9,451-31.7% | $1,942+232.4% |