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 | $40,751 | $163,101-75.0% | $136,749-70.2% | $142,382-71.4% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 12.12% | 27.54%-15.4pp | 24.33%-12.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $5,777 | $4,117+40.3% | $3,400+69.9% | $4,299+34.4% |
| Participant deferral / active EE | $9,201 | $5,585+64.7% | $4,692+96.1% | $6,507+41.4% |
| Admin fee / account holder | $18,653 | $14,318+30.3% | $11,386+63.8% | $12,624+47.8% |