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 5-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 | $40,750 | $209,336-80.5% | $197,124-79.3% | $137,256-70.3% |
| Participation rate | 41.7% | 87.3%-45.6pp | 86.7%-45.0pp | 80.0%-38.3pp |
| Annual return | 17.99% | 48.09%-30.1pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $3,023 | $6,591-54.1% | $6,227-51.5% | $4,156-27.3% |
| Participant deferral / active EE | $6,394 | $9,614-33.5% | $9,135-30.0% | $6,407-0.2% |
| Admin fee / account holder | $1,443 | $17,308-91.7% | $16,298-91.1% | $12,270-88.2% |