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 4-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 | $82,820 | $53,516+54.8% | $126,539-34.5% | $84,808-2.3% |
| Participation rate | 65.8% | 58.2%+7.5pp | 69.8%-4.0pp | 68.3%-2.5pp |
| Annual return | 15.27% | 58.34%-43.1pp | 425.95%-410.7pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,826 | $1,535+19.0% | $3,674-50.3% | $2,631-30.6% |
| Participant deferral / active EE | $3,525 | $2,671+32.0% | $4,083-13.7% | $4,212-16.3% |
| Admin fee / account holder | $3,258 | $4,497-27.5% | $6,065-46.3% | $7,344-55.6% |