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 | $214,378-51.8% | $200,582-48.5% | $142,382-27.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 21.01% | 46.41%-25.4pp | 42.33%-21.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $1,810 | $6,841-73.5% | $6,419-71.8% | $4,299-57.9% |
| Participant deferral / active EE | $10,227 | $9,865+3.7% | $9,331+9.6% | $6,507+57.2% |
| Admin fee / account holder | $889 | $17,692-95.0% | $16,305-94.5% | $12,624-93.0% |