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 | $56,158 | $163,101-65.6% | $136,749-58.9% | $142,382-60.6% |
| Participation rate | 50.0% | 78.2%-28.2pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 113.84% | 27.54%+86.3pp | 24.33%+89.5pp | 217.08%-103.2pp |
| Employer contribution / active EE | $3,861 | $4,117-6.2% | $3,400+13.6% | $4,299-10.2% |
| Participant deferral / active EE | $6,508 | $5,585+16.5% | $4,692+38.7% | $6,5070% |
| Admin fee / account holder | $30,400 | $14,318+112.3% | $11,386+167.0% | $12,624+140.8% |