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 | $70,817 | $179,726-60.6% | $156,263-54.7% | $142,382-50.3% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 22.23% | 77.86%-55.6pp | 59.47%-37.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,483 | $5,069-70.8% | $4,333-65.8% | $4,299-65.5% |
| Participant deferral / active EE | $10,589 | $6,956+52.2% | $6,158+71.9% | $6,507+62.7% |
| Admin fee / account holder | $2,724 | $17,272-84.2% | $14,255-80.9% | $12,624-78.4% |