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 8-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 | $124,564 | $109,327+13.9% | $89,391+39.3% | $158,922-21.6% |
| Participation rate | 58.3% | 74.3%-15.9pp | 68.0%-9.6pp | 82.0%-23.6pp |
| Annual return | 16.45% | 345.68%-329.2pp | 245.62%-229.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,136 | $3,170-1.1% | $2,586+21.3% | $4,761-34.1% |
| Participant deferral / active EE | $6,364 | $4,598+38.4% | $3,890+63.6% | $5,982+6.4% |
| Admin fee / account holder | $4,113 | $6,153-33.2% | $4,881-15.7% | $11,246-63.4% |