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 | $102,475 | $89,753+14.2% | $107,525-4.7% | $84,808+20.8% |
| Participation rate | 51.8% | 68.1%-16.3pp | 75.1%-23.3pp | 68.3%-16.5pp |
| Annual return | 77.54% | 29.48%+48.1pp | 181.32%-103.8pp | 40.90%+36.6pp |
| Employer contribution / active EE | $3,251 | $3,113+4.4% | $3,754-13.4% | $2,631+23.6% |
| Participant deferral / active EE | $7,374 | $4,056+81.8% | $5,116+44.1% | $4,212+75.1% |
| Admin fee / account holder | $1,344 | $7,222-81.4% | $8,919-84.9% | $7,344-81.7% |