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 | $26,289 | $106,584-75.3% | $101,326-74.1% | $142,382-81.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 33.94% | 36.93%-3.0pp | 36.82%-2.9pp | 217.08%-183.1pp |
| Employer contribution / active EE | $12,028 | $3,956+204.1% | $3,665+228.2% | $4,299+179.8% |
| Participant deferral / active EE | $25,056 | $8,297+202.0% | $7,994+213.4% | $6,507+285.0% |
| Admin fee / account holder | $29,943 | $11,446+161.6% | $11,185+167.7% | $12,624+137.2% |