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 | $38,495 | $104,974-63.3% | $95,585-59.7% | $142,382-73.0% |
| Participation rate | 58.3% | 75.0%-16.6pp | 72.1%-13.7pp | 80.1%-21.8pp |
| Annual return | 15.90% | 210.33%-194.4pp | 38.56%-22.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,550 | $2,779-44.2% | $2,527-38.6% | $4,299-63.9% |
| Participant deferral / active EE | $4,542 | $4,352+4.4% | $4,023+12.9% | $6,507-30.2% |
| Admin fee / account holder | $1,246 | $6,386-80.5% | $6,127-79.7% | $12,624-90.1% |