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 5-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 | $58,886 | $81,625-27.9% | $167,512-64.8% | $74,304-20.8% |
| Participation rate | 69.7% | 60.0%+9.6pp | 77.1%-7.4pp | 60.3%+9.3pp |
| Annual return | 21.86% | 26.09%-4.2pp | 1615.79%-1593.9pp | 29.43%-7.6pp |
| Employer contribution / active EE | $3,490 | $2,010+73.6% | $3,882-10.1% | $2,241+55.7% |
| Participant deferral / active EE | $6,672 | $4,115+62.1% | $6,405+4.2% | $3,767+77.1% |
| Admin fee / account holder | $3,091 | $3,474-11.0% | $9,769-68.4% | $2,969+4.1% |