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 7-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 | $27,370 | $117,841-76.8% | $102,423-73.3% | $145,922-81.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 13.64% | 31.65%-18.0pp | 29.32%-15.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,564 | $3,615-29.1% | $3,023-15.2% | $4,660-45.0% |
| Participant deferral / active EE | $6,833 | $5,731+19.2% | $5,053+35.2% | $6,688+2.2% |
| Admin fee / account holder | $11,241 | $13,326-15.6% | $9,451+18.9% | $13,397-16.1% |