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 | $29,684 | $69,207-57.1% | $64,056-53.7% | $139,434-78.7% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 10.90% | 45.88%-35.0pp | 33.69%-22.8pp | 372.94%-362.0pp |
| Employer contribution / active EE | $5,649 | $3,182+77.5% | $2,747+105.7% | $4,751+18.9% |
| Participant deferral / active EE | $5,649 | $4,682+20.7% | $3,880+45.6% | $6,710-15.8% |
| Admin fee / account holder | $3,189 | $4,244-24.9% | $3,068+3.9% | $11,403-72.0% |