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 | $78,372 | $77,145+1.6% | $108,410-27.7% | $85,850-8.7% |
| Participation rate | 69.2% | 74.7%-5.4pp | 80.1%-10.9pp | 69.3%-0.1pp |
| Annual return | 22.16% | 44.54%-22.4pp | 905.27%-883.1pp | 318.53%-296.4pp |
| Employer contribution / active EE | $2,536 | $2,379+6.6% | $3,558-28.7% | $2,565-1.1% |
| Participant deferral / active EE | $4,459 | $5,566-19.9% | $6,563-32.1% | $3,952+12.8% |
| Admin fee / account holder | $2,954 | $5,172-42.9% | $7,295-59.5% | $6,260-52.8% |