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 | $103,289 | $209,336-50.7% | $197,124-47.6% | $137,256-24.7% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 21.01% | 48.09%-27.1pp | 44.34%-23.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,810 | $6,591-72.5% | $6,227-70.9% | $4,156-56.5% |
| Participant deferral / active EE | $10,227 | $9,614+6.4% | $9,135+12.0% | $6,407+59.6% |
| Admin fee / account holder | $889 | $17,308-94.9% | $16,298-94.5% | $12,270-92.8% |