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 | $31,035 | $106,515-70.9% | $96,683-67.9% | $139,434-77.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 28.84% | 38.43%-9.6pp | 35.69%-6.9pp | 372.94%-344.1pp |
| Employer contribution / active EE | $4,732 | $4,103+15.3% | $3,737+26.6% | $4,751-0.4% |
| Participant deferral / active EE | $5,350 | $5,454-1.9% | $4,878+9.7% | $6,710-20.3% |
| Admin fee / account holder | $341 | $7,877-95.7% | $6,730-94.9% | $11,403-97.0% |