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 | $71,448 | $183,592-61.1% | $155,567-54.1% | $145,959-51.0% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.3pp | 80.3%-27.3pp |
| Annual return | 15.01% | 61.24%-46.2pp | 64.74%-49.7pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,212 | $5,315-58.4% | $4,674-52.7% | $4,661-52.5% |
| Participant deferral / active EE | $8,018 | $6,464+24.0% | $5,628+42.5% | $6,689+19.9% |
| Admin fee / account holder | $923 | $19,318-95.2% | $15,916-94.2% | $13,398-93.1% |