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 | $30,244 | $214,378-85.9% | $200,582-84.9% | $142,382-78.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 19.51% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,675 | $6,841-46.3% | $6,419-42.8% | $4,299-14.5% |
| Participant deferral / active EE | $7,382 | $9,865-25.2% | $9,331-20.9% | $6,507+13.4% |
| Admin fee / account holder | $11,378 | $17,692-35.7% | $16,305-30.2% | $12,624-9.9% |