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 | $48,185 | $89,753-46.3% | $107,525-55.2% | $84,808-43.2% |
| Participation rate | 67.6% | 68.1%-0.4pp | 75.1%-7.4pp | 68.3%-0.7pp |
| Annual return | 22.33% | 29.48%-7.1pp | 181.32%-159.0pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,215 | $3,113-28.8% | $3,754-41.0% | $2,631-15.8% |
| Participant deferral / active EE | $5,257 | $4,056+29.6% | $5,116+2.8% | $4,212+24.8% |
| Admin fee / account holder | $574 | $7,222-92.0% | $8,919-93.6% | $7,344-92.2% |