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 | $30,446 | $159,602-80.9% | $150,045-79.7% | $142,382-78.6% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.3%-25.2pp | 80.1%-23.0pp |
| Annual return | 24.48% | 70.24%-45.8pp | 62.55%-38.1pp | 217.08%-192.6pp |
| Employer contribution / active EE | $1,803 | $4,961-63.7% | $4,693-61.6% | $4,299-58.1% |
| Participant deferral / active EE | $11,898 | $8,310+43.2% | $7,997+48.8% | $6,507+82.8% |
| Admin fee / account holder | $477 | $14,846-96.8% | $13,435-96.5% | $12,624-96.2% |