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 | $112,729-30.4% | $98,716-20.6% | $137,256-42.9% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 32.71% | 38.48%-5.8pp | 31.81%+0.9pp | 220.34%-187.6pp |
| Employer contribution / active EE | $14,754 | $2,725+441.4% | $2,279+547.5% | $4,156+255.0% |
| Participant deferral / active EE | $9,779 | $4,640+110.7% | $4,048+141.6% | $6,407+52.6% |
| Admin fee / account holder | $622 | $10,129-93.9% | $8,703-92.9% | $12,270-94.9% |