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 | $149,093 | $81,460+83.0% | $103,333+44.3% | $80,856+84.4% |
| Participation rate | 66.7% | 66.8%-0.2pp | 74.5%-7.8pp | 67.6%-1.0pp |
| Annual return | 25.52% | 25.55%0pp | 24.88%+0.6pp | 35.59%-10.1pp |
| Employer contribution / active EE | $3,567 | $3,105+14.9% | $3,868-7.8% | $2,755+29.5% |
| Participant deferral / active EE | $7,431 | $3,869+92.1% | $5,057+46.9% | $4,296+73.0% |
| Admin fee / account holder | $9,217 | $6,566+40.4% | $8,355+10.3% | $6,918+33.2% |