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 | $32,860 | $51,576-36.3% | $129,207-74.6% | $80,856-59.4% |
| Participation rate | 68.0% | 57.0%+11.0pp | 69.6%-1.6pp | 67.6%+0.4pp |
| Annual return | 17.27% | 20.81%-3.5pp | 9417.33%-9400.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,580 | $1,584+62.9% | $4,153-37.9% | $2,755-6.3% |
| Participant deferral / active EE | $5,929 | $2,669+122.2% | $4,168+42.3% | $4,296+38.0% |
| Admin fee / account holder | $5,995 | $4,305+39.3% | $7,715-22.3% | $6,918-13.3% |