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 | $73,271 | $98,750-25.8% | $149,696-51.1% | $79,858-8.2% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.5%-14.5pp | 69.6%-1.6pp |
| Annual return | 19.38% | 27.43%-8.1pp | 276.60%-257.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $2,634 | $3,216-18.1% | $4,644-43.3% | $2,471+6.6% |
| Participant deferral / active EE | $5,573 | $5,680-1.9% | $6,842-18.5% | $3,740+49.0% |
| Admin fee / account holder | $753 | $6,053-87.6% | $9,309-91.9% | $5,306-85.8% |