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 | $93,990 | $74,888+25.5% | $71,209+32.0% | $142,382-34.0% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 25.65% | 345.14%-319.5pp | 282.51%-256.9pp | 217.08%-191.4pp |
| Employer contribution / active EE | $627 | $2,854-78.0% | $2,721-77.0% | $4,299-85.4% |
| Participant deferral / active EE | $15,667 | $4,454+251.7% | $4,175+275.2% | $6,507+140.8% |
| Admin fee / account holder | $1,340 | $5,568-75.9% | $5,349-74.9% | $12,624-89.4% |