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 | $21,695 | $117,841-81.6% | $102,423-78.8% | $145,922-85.1% |
| Participation rate | 65.0% | 78.6%-13.6pp | 76.5%-11.5pp | 80.3%-15.3pp |
| Annual return | 10.82% | 31.65%-20.8pp | 29.32%-18.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,387 | $3,615-34.0% | $3,023-21.0% | $4,660-48.8% |
| Participant deferral / active EE | $5,363 | $5,731-6.4% | $5,053+6.1% | $6,688-19.8% |
| Admin fee / account holder | $7,654 | $13,326-42.6% | $9,451-19.0% | $13,397-42.9% |