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 | $51,059 | $214,378-76.2% | $200,582-74.5% | $142,382-64.1% |
| Participation rate | 68.8% | 87.4%-18.7pp | 86.9%-18.1pp | 80.1%-11.4pp |
| Annual return | 14.92% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,864 | $6,841-58.1% | $6,419-55.4% | $4,299-33.4% |
| Participant deferral / active EE | $5,469 | $9,865-44.6% | $9,331-41.4% | $6,507-15.9% |
| Admin fee / account holder | $518 | $17,692-97.1% | $16,305-96.8% | $12,624-95.9% |