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 | $50,318 | $58,627-14.2% | $76,735-34.4% | $82,448-39.0% |
| Participation rate | 66.7% | 63.2%+3.4pp | 69.5%-2.8pp | 68.1%-1.4pp |
| Annual return | 16.76% | 39.10%-22.3pp | 29.77%-13.0pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,347 | $1,729+35.7% | $2,454-4.4% | $2,551-8.0% |
| Participant deferral / active EE | $4,559 | $3,134+45.5% | $4,088+11.5% | $4,139+10.1% |
| Admin fee / account holder | $1,910 | $5,323-64.1% | $7,189-73.4% | $7,234-73.6% |