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 | $79,203 | $104,974-24.5% | $95,585-17.1% | $142,382-44.4% |
| Participation rate | 55.6% | 75.0%-19.4pp | 72.1%-16.5pp | 80.1%-24.6pp |
| Annual return | 27.77% | 210.33%-182.6pp | 38.56%-10.8pp | 217.08%-189.3pp |
| Employer contribution / active EE | $2,364 | $2,779-14.9% | $2,527-6.4% | $4,299-45.0% |
| Participant deferral / active EE | $7,781 | $4,352+78.8% | $4,023+93.4% | $6,507+19.6% |
| Admin fee / account holder | $594 | $6,386-90.7% | $6,127-90.3% | $12,624-95.3% |