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 3-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 | $178,590 | $154,228+15.8% | $145,433+22.8% | $137,256+30.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 39.26% | 74.59%-35.3pp | 66.58%-27.3pp | 220.34%-181.1pp |
| Employer contribution / active EE | $4,626 | $4,804-3.7% | $4,554+1.6% | $4,156+11.3% |
| Participant deferral / active EE | $10,167 | $8,216+23.7% | $7,897+28.7% | $6,407+58.7% |
| Admin fee / account holder | $887 | $14,344-93.8% | $13,129-93.2% | $12,270-92.8% |