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 8-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 | $88,120 | $88,360-0.3% | $145,433-39.4% | $67,986+29.6% |
| Participation rate | 68.1% | 65.5%+2.7pp | 82.1%-14.0pp | 57.2%+10.9pp |
| Annual return | 17.65% | 63.15%-45.5pp | 66.58%-48.9pp | 31.67%-14.0pp |
| Employer contribution / active EE | $4,207 | $3,054+37.8% | $4,554-7.6% | $2,019+108.4% |
| Participant deferral / active EE | $4,298 | $5,932-27.5% | $7,897-45.6% | $3,358+28.0% |
| Admin fee / account holder | $5,117 | $3,313+54.4% | $13,129-61.0% | $3,203+59.8% |