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 | $111,877 | $80,731+38.6% | $103,374+8.2% | $74,546+50.1% |
| Participation rate | 65.9% | 65.7%+0.3pp | 74.5%-8.6pp | 67.2%-1.3pp |
| Annual return | 13.35% | 27.56%-14.2pp | 24.89%-11.5pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $1,843 | $3,158-41.6% | $3,869-52.4% | $2,624-29.8% |
| Participant deferral / active EE | $4,974 | $3,860+28.9% | $5,058-1.7% | $4,347+14.4% |
| Admin fee / account holder | $3,464 | $2,369+46.2% | $8,394-58.7% | $1,944+78.2% |