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 3-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 | $51,645 | $127,065-59.4% | $113,168-54.4% | $142,382-63.7% |
| Participation rate | 7.7% | 79.2%-71.5pp | 76.6%-68.9pp | 80.1%-72.4pp |
| Annual return | 10.92% | 24.03%-13.1pp | 24.27%-13.3pp | 217.08%-206.2pp |
| Employer contribution / active EE | $9,621 | $3,442+179.5% | $2,975+223.4% | $4,299+123.8% |
| Participant deferral / active EE | $20,884 | $5,716+265.3% | $5,107+308.9% | $6,507+220.9% |
| Admin fee / account holder | $136,646 | $15,736+768.4% | $12,068+1032.3% | $12,624+982.5% |