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 | $35,015 | $159,602-78.1% | $150,045-76.7% | $142,382-75.4% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 14.41% | 70.24%-55.8pp | 62.55%-48.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,310 | $4,961-13.1% | $4,693-8.2% | $4,299+0.3% |
| Participant deferral / active EE | $5,353 | $8,310-35.6% | $7,997-33.1% | $6,507-17.7% |
| Admin fee / account holder | $9,114 | $14,846-38.6% | $13,435-32.2% | $12,624-27.8% |