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 | $47,079 | $173,345-72.8% | $136,007-65.4% | $145,922-67.7% |
| Participation rate | 66.7% | 80.5%-13.8pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 10.56% | 1163.32%-1152.8pp | 579.32%-568.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,237 | $5,278-19.7% | $4,217+0.5% | $4,660-9.1% |
| Participant deferral / active EE | $9,126 | $8,699+4.9% | $7,025+29.9% | $6,688+36.5% |
| Admin fee / account holder | $33,895 | $9,954+240.5% | $6,858+394.2% | $13,397+153.0% |