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 | $45,262 | $51,175-11.6% | $70,515-35.8% | $75,163-39.8% |
| Participation rate | 57.1% | 60.9%-3.8pp | 68.3%-11.2pp | 67.2%-10.0pp |
| Annual return | 24.65% | 30.02%-5.4pp | 32.77%-8.1pp | 160.62%-136.0pp |
| Employer contribution / active EE | $2,573 | $1,826+40.9% | $2,973-13.5% | $2,670-3.6% |
| Participant deferral / active EE | $7,310 | $2,849+156.6% | $4,567+60.1% | $4,125+77.2% |
| Admin fee / account holder | $4,436 | $4,091+8.4% | $6,412-30.8% | $5,651-21.5% |