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 | $87,524 | $161,352-45.8% | $134,172-34.8% | $137,256-36.2% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 18.39% | 28.72%-10.3pp | 25.30%-6.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $11,023 | $4,099+168.9% | $3,420+222.3% | $4,156+165.2% |
| Participant deferral / active EE | $19,340 | $5,552+248.3% | $4,690+312.3% | $6,407+201.9% |
| Admin fee / account holder | $691,075 | $15,028+4498.6% | $12,016+5651.3% | $12,270+5532.2% |