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 | $60,624 | $57,354+5.7% | $83,848-27.7% | $64,186-5.5% |
| Participation rate | 69.7% | 68.6%+1.1pp | 76.1%-6.4pp | 69.6%+0.1pp |
| Annual return | -3.97% | 11.38%-15.4pp | 850.88%-854.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,791 | $2,545+9.7% | $3,631-23.1% | $2,381+17.2% |
| Participant deferral / active EE | $5,276 | $2,993+76.3% | $4,082+29.3% | $3,470+52.1% |
| Admin fee / account holder | $4,270 | $4,046+5.5% | $5,478-22.1% | $4,888-12.6% |