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 5-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 | $100,508 | $97,125+3.5% | $86,233+16.6% | $137,256-26.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 20.03% | 74.19%-54.2pp | 61.39%-41.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,130 | $2,841+10.2% | $2,504+25.0% | $4,156-24.7% |
| Participant deferral / active EE | $7,375 | $5,180+42.4% | $4,559+61.8% | $6,407+15.1% |
| Admin fee / account holder | $703 | $9,725-92.8% | $8,342-91.6% | $12,270-94.3% |