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 | $103,155 | $117,983-12.6% | $101,794+1.3% | $142,382-27.6% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.2%-12.7pp | 80.1%-23.6pp |
| Annual return | 14.89% | 36.92%-22.0pp | 30.53%-15.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $793 | $2,773-71.4% | $2,289-65.4% | $4,299-81.6% |
| Participant deferral / active EE | $2,040 | $4,714-56.7% | $4,084-50.0% | $6,507-68.7% |
| Admin fee / account holder | $11,825 | $10,433+13.3% | $8,777+34.7% | $12,624-6.3% |