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 5-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 | $35,205 | $177,572-80.2% | $154,803-77.3% | $142,382-75.3% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 24.81% | 65.07%-40.3pp | 58.88%-34.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,545 | $4,810-47.1% | $4,305-40.9% | $4,299-40.8% |
| Participant deferral / active EE | $8,124 | $6,272+29.5% | $5,540+46.6% | $6,507+24.8% |
| Admin fee / account holder | $967 | $16,786-94.2% | $14,329-93.3% | $12,624-92.3% |