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 | $105,417 | $117,841-10.5% | $102,423+2.9% | $145,922-27.8% |
| Participation rate | 61.5% | 78.6%-17.0pp | 76.5%-15.0pp | 80.3%-18.7pp |
| Annual return | 10.48% | 31.65%-21.2pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,282 | $3,615-36.9% | $3,023-24.5% | $4,660-51.0% |
| Participant deferral / active EE | $6,284 | $5,731+9.7% | $5,053+24.4% | $6,688-6.0% |
| Admin fee / account holder | $5,201 | $13,326-61.0% | $9,451-45.0% | $13,397-61.2% |