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 | $12,596 | $106,515-88.2% | $96,683-87.0% | $139,434-91.0% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 37.06% | 38.43%-1.4pp | 35.69%+1.4pp | 372.94%-335.9pp |
| Employer contribution / active EE | $2,412 | $4,103-41.2% | $3,737-35.5% | $4,751-49.2% |
| Participant deferral / active EE | $3,348 | $5,454-38.6% | $4,878-31.4% | $6,710-50.1% |
| Admin fee / account holder | $604 | $7,877-92.3% | $6,730-91.0% | $11,403-94.7% |