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 | $27,093 | $177,572-84.7% | $154,803-82.5% | $142,382-81.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 24.48% | 65.07%-40.6pp | 58.88%-34.4pp | 217.08%-192.6pp |
| Employer contribution / active EE | $24,964 | $4,810+418.9% | $4,305+479.8% | $4,299+480.7% |
| Participant deferral / active EE | $12,423 | $6,272+98.1% | $5,540+124.2% | $6,507+90.9% |
| Admin fee / account holder | $9,031 | $16,786-46.2% | $14,329-37.0% | $12,624-28.5% |