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 | $84,168 | $74,888+12.4% | $71,209+18.2% | $142,382-40.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 24.30% | 345.14%-320.8pp | 282.51%-258.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $7,744 | $2,854+171.3% | $2,721+184.6% | $4,299+80.1% |
| Participant deferral / active EE | $15,068 | $4,454+238.3% | $4,175+260.9% | $6,507+131.6% |
| Admin fee / account holder | $2,455 | $5,568-55.9% | $5,349-54.1% | $12,624-80.6% |