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 | $39,532 | $89,753-56.0% | $107,525-63.2% | $84,808-53.4% |
| Participation rate | 35.3% | 68.1%-32.8pp | 75.1%-39.8pp | 68.3%-33.0pp |
| Annual return | 15.61% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $3,194 | $3,113+2.6% | $3,754-14.9% | $2,631+21.4% |
| Participant deferral / active EE | $6,984 | $4,056+72.2% | $5,116+36.5% | $4,212+65.8% |
| Admin fee / account holder | $8,156 | $7,222+12.9% | $8,919-8.6% | $7,344+11.1% |