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 | $214,378-81.0% | $200,582-79.7% | $142,382-71.4% |
| Participation rate | 41.7% | 87.4%-45.8pp | 86.9%-45.2pp | 80.1%-38.5pp |
| Annual return | 17.99% | 46.41%-28.4pp | 42.33%-24.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,023 | $6,841-55.8% | $6,419-52.9% | $4,299-29.7% |
| Participant deferral / active EE | $6,394 | $9,865-35.2% | $9,331-31.5% | $6,507-1.7% |
| Admin fee / account holder | $1,443 | $17,692-91.8% | $16,305-91.1% | $12,624-88.6% |