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 | $32,397 | $89,753-63.9% | $107,525-69.9% | $84,808-61.8% |
| Participation rate | 68.8% | 68.1%+0.7pp | 75.1%-6.3pp | 68.3%+0.4pp |
| Annual return | 15.70% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,911 | $3,113-38.6% | $3,754-49.1% | $2,631-27.4% |
| Participant deferral / active EE | $3,823 | $4,056-5.7% | $5,116-25.3% | $4,212-9.2% |
| Admin fee / account holder | $3,580 | $7,222-50.4% | $8,919-59.9% | $7,344-51.2% |