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 | $24,120 | $106,515-77.4% | $96,683-75.1% | $139,434-82.7% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 26.22% | 38.43%-12.2pp | 35.69%-9.5pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,051 | $4,103-50.0% | $3,737-45.1% | $4,751-56.8% |
| Participant deferral / active EE | $7,865 | $5,454+44.2% | $4,878+61.2% | $6,710+17.2% |
| Admin fee / account holder | $758 | $7,877-90.4% | $6,730-88.7% | $11,403-93.4% |