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 | $105,044 | $177,572-40.8% | $154,803-32.1% | $142,382-26.2% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | 23.13% | 65.07%-41.9pp | 58.88%-35.8pp | 217.08%-193.9pp |
| Employer contribution / active EE | $3,277 | $4,810-31.9% | $4,305-23.9% | $4,299-23.8% |
| Participant deferral / active EE | $7,842 | $6,272+25.0% | $5,540+41.5% | $6,507+20.5% |
| Admin fee / account holder | $379 | $16,786-97.7% | $14,329-97.4% | $12,624-97.0% |