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 | $209,336-75.6% | $197,124-74.1% | $137,256-62.8% |
| Participation rate | 68.8% | 87.3%-18.6pp | 86.7%-18.0pp | 80.0%-11.2pp |
| Annual return | 14.92% | 48.09%-33.2pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,864 | $6,591-56.5% | $6,227-54.0% | $4,156-31.1% |
| Participant deferral / active EE | $5,469 | $9,614-43.1% | $9,135-40.1% | $6,407-14.6% |
| Admin fee / account holder | $518 | $17,308-97.0% | $16,298-96.8% | $12,270-95.8% |