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 | $41,279 | $132,634-68.9% | $115,768-64.3% | $137,256-69.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 21.20% | 160.70%-139.5pp | 100.46%-79.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,281 | $3,360-61.9% | $2,940-56.4% | $4,156-69.2% |
| Participant deferral / active EE | $6,563 | $5,619+16.8% | $4,917+33.5% | $6,407+2.4% |
| Admin fee / account holder | $758 | $15,028-95.0% | $12,439-93.9% | $12,270-93.8% |