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 | $105,734 | $49,915+111.8% | $154,803-31.7% | $74,304+42.3% |
| Participation rate | 65.5% | 54.0%+11.5pp | 78.1%-12.6pp | 60.3%+5.1pp |
| Annual return | 19.00% | 34.06%-15.1pp | 58.88%-39.9pp | 29.43%-10.4pp |
| Employer contribution / active EE | $6,072 | $1,611+276.9% | $4,305+41.0% | $2,241+170.9% |
| Participant deferral / active EE | $13,513 | $2,255+499.3% | $5,540+143.9% | $3,767+258.7% |
| Admin fee / account holder | $6,546 | $2,189+199.1% | $14,329-54.3% | $2,969+120.5% |