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 | $39,424 | $60,022-34.3% | $88,946-55.7% | $84,808-53.5% |
| Participation rate | 57.9% | 57.8%+0.1pp | 68.8%-11.0pp | 68.3%-10.4pp |
| Annual return | 25.08% | 22.43%+2.7pp | 57.82%-32.7pp | 40.90%-15.8pp |
| Employer contribution / active EE | $5,093 | $1,703+199.1% | $2,555+99.3% | $2,631+93.6% |
| Participant deferral / active EE | $7,200 | $3,114+131.2% | $4,581+57.1% | $4,212+70.9% |
| Admin fee / account holder | $4,256 | $4,811-11.5% | $8,261-48.5% | $7,344-42.0% |