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 | $67,454 | $74,888-9.9% | $71,209-5.3% | $142,382-52.6% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.1%-21.8pp |
| Annual return | 21.77% | 345.14%-323.4pp | 282.51%-260.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,487 | $2,854+22.2% | $2,721+28.2% | $4,299-18.9% |
| Participant deferral / active EE | $10,323 | $4,454+131.7% | $4,175+147.2% | $6,507+58.6% |
| Admin fee / account holder | $3,170 | $5,568-43.1% | $5,349-40.7% | $12,624-74.9% |