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 5-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 | $34,714 | $76,407-54.6% | $150,298-76.9% | $82,448-57.9% |
| Participation rate | 66.7% | 66.4%+0.3pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 33.02% | 39.99%-7.0pp | 62.79%-29.8pp | 41.64%-8.6pp |
| Employer contribution / active EE | $1,904 | $2,614-27.2% | $4,154-54.2% | $2,551-25.4% |
| Participant deferral / active EE | $5,320 | $3,214+65.5% | $5,453-2.4% | $4,139+28.5% |
| Admin fee / account holder | $302 | $6,352-95.2% | $14,116-97.9% | $7,234-95.8% |