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 | $11,160 | $85,022-86.9% | $70,515-84.2% | $139,434-92.0% |
| Participation rate | 69.6% | 73.9%-4.3pp | 68.3%+1.2pp | 80.3%-10.8pp |
| Annual return | 27.51% | 30.38%-2.9pp | 32.77%-5.3pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,098 | $3,909-46.3% | $2,973-29.4% | $4,751-55.8% |
| Participant deferral / active EE | $2,755 | $5,890-53.2% | $4,567-39.7% | $6,710-58.9% |
| Admin fee / account holder | $1,157 | $8,906-87.0% | $6,412-81.9% | $11,403-89.8% |