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 | $43,959 | $91,190-51.8% | $178,490-75.4% | $79,858-45.0% |
| Participation rate | 68.8% | 69.2%-0.5pp | 81.9%-13.2pp | 69.6%-0.9pp |
| Annual return | 37.08% | 24.19%+12.9pp | 151.07%-114.0pp | 31.71%+5.4pp |
| Employer contribution / active EE | $2,111 | $3,256-35.2% | $5,011-57.9% | $2,471-14.6% |
| Participant deferral / active EE | $4,141 | $3,236+28.0% | $5,202-20.4% | $3,740+10.7% |
| Admin fee / account holder | $11,833 | $6,751+75.3% | $13,984-15.4% | $5,306+123.0% |