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 6-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 | $30,674 | $86,286-64.5% | $111,297-72.4% | $85,850-64.3% |
| Participation rate | 63.8% | 73.3%-9.5pp | 77.3%-13.5pp | 69.3%-5.5pp |
| Annual return | 24.15% | 19.99%+4.2pp | 54.65%-30.5pp | 318.53%-294.4pp |
| Employer contribution / active EE | $2,038 | $2,043-0.2% | $2,731-25.4% | $2,565-20.5% |
| Participant deferral / active EE | $5,357 | $3,641+47.1% | $4,487+19.4% | $3,952+35.6% |
| Admin fee / account holder | $9,921 | $8,188+21.2% | $7,964+24.6% | $6,260+58.5% |