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 | $45,563 | $117,841-61.3% | $102,423-55.5% | $145,922-68.8% |
| Participation rate | 65.2% | 78.6%-13.4pp | 76.5%-11.3pp | 80.3%-15.1pp |
| Annual return | 14.06% | 31.65%-17.6pp | 29.32%-15.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,160 | $3,615-40.2% | $3,023-28.6% | $4,660-53.6% |
| Participant deferral / active EE | $5,929 | $5,731+3.5% | $5,053+17.3% | $6,688-11.4% |
| Admin fee / account holder | $399 | $13,326-97.0% | $9,451-95.8% | $13,397-97.0% |