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 | $100,177 | $87,013+15.1% | $106,213-5.7% | $80,856+23.9% |
| Participation rate | 61.4% | 70.4%-9.0pp | 75.3%-13.9pp | 67.6%-6.2pp |
| Annual return | 19.79% | 17.05%+2.7pp | 116.14%-96.4pp | 35.59%-15.8pp |
| Employer contribution / active EE | $2,680 | $2,395+11.9% | $3,171-15.5% | $2,755-2.7% |
| Participant deferral / active EE | $5,127 | $3,986+28.6% | $5,016+2.2% | $4,296+19.3% |
| Admin fee / account holder | $4,409 | $8,431-47.7% | $11,033-60.0% | $6,918-36.3% |