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 | $78,428 | $117,983-33.5% | $101,794-23.0% | $142,382-44.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 32.71% | 36.92%-4.2pp | 30.53%+2.2pp | 217.08%-184.4pp |
| Employer contribution / active EE | $14,754 | $2,773+432.1% | $2,289+544.6% | $4,299+243.2% |
| Participant deferral / active EE | $9,779 | $4,714+107.5% | $4,084+139.4% | $6,507+50.3% |
| Admin fee / account holder | $622 | $10,433-94.0% | $8,777-92.9% | $12,624-95.1% |