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 6-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 | $79,149 | $54,558+45.1% | $76,002+4.1% | $74,546+6.2% |
| Participation rate | 58.3% | 60.3%-2.0pp | 69.1%-10.8pp | 67.2%-8.9pp |
| Annual return | 12.74% | 31.83%-19.1pp | 360.07%-347.3pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $1,048 | $1,778-41.1% | $2,688-61.0% | $2,624-60.1% |
| Participant deferral / active EE | $2,510 | $3,065-18.1% | $4,257-41.0% | $4,347-42.3% |
| Admin fee / account holder | $3,388 | $2,232+51.8% | $6,414-47.2% | $1,944+74.3% |