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 | $25,048 | $157,256-84.1% | $141,162-82.3% | $152,861-83.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 70.02% | 64.32%+5.7pp | 71.39%-1.4pp | 345.32%-275.3pp |
| Employer contribution / active EE | $4,875 | $5,261-7.3% | $4,735+3.0% | $4,762+2.4% |
| Participant deferral / active EE | $6,000 | $7,109-15.6% | $6,709-10.6% | $5,850+2.6% |
| Admin fee / account holder | $1,414 | $12,120-88.3% | $10,261-86.2% | $11,596-87.8% |