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 7-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 | $82,098 | $65,561+25.2% | $86,188-4.7% | $75,163+9.2% |
| Participation rate | 57.9% | 60.5%-2.6pp | 69.0%-11.1pp | 67.2%-9.3pp |
| Annual return | 24.71% | 46.05%-21.3pp | 1168.45%-1143.7pp | 160.62%-135.9pp |
| Employer contribution / active EE | $1,772 | $1,553+14.1% | $2,380-25.6% | $2,670-33.6% |
| Participant deferral / active EE | $4,398 | $3,024+45.5% | $3,985+10.4% | $4,125+6.6% |
| Admin fee / account holder | $3,420 | $5,474-37.5% | $6,852-50.1% | $5,651-39.5% |