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 | $23,061 | $81,460-71.7% | $103,333-77.7% | $80,856-71.5% |
| Participation rate | 68.6% | 66.8%+1.7pp | 74.5%-5.9pp | 67.6%+0.9pp |
| Annual return | 37.84% | 25.55%+12.3pp | 24.88%+13.0pp | 35.59%+2.2pp |
| Employer contribution / active EE | $9,246 | $3,105+197.8% | $3,868+139.1% | $2,755+235.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6,398 | $6,566-2.6% | $8,355-23.4% | $6,918-7.5% |