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 | $48,737 | $70,669-31.0% | $169,368-71.2% | $75,163-35.2% |
| Participation rate | 54.4% | 64.8%-10.3pp | 77.1%-22.7pp | 67.2%-12.7pp |
| Annual return | 25.07% | 36.36%-11.3pp | 405.60%-380.5pp | 160.62%-135.5pp |
| Employer contribution / active EE | $2,955 | $2,211+33.7% | $4,013-26.4% | $2,670+10.7% |
| Participant deferral / active EE | $5,191 | $4,311+20.4% | $6,221-16.6% | $4,125+25.9% |
| Admin fee / account holder | $1,226 | $5,402-77.3% | $9,003-86.4% | $5,651-78.3% |