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 | $96,425 | $97,744-1.3% | $103,476-6.8% | $145,922-33.9% |
| Participation rate | 69.2% | 81.1%-11.9pp | 80.5%-11.3pp | 80.3%-11.0pp |
| Annual return | 11.82% | 25.41%-13.6pp | 23.90%-12.1pp | 561.29%-549.5pp |
| Employer contribution / active EE | $5,204 | $4,677+11.3% | $4,672+11.4% | $4,660+11.7% |
| Participant deferral / active EE | $7,256 | $6,603+9.9% | $6,623+9.6% | $6,688+8.5% |
| Admin fee / account holder | $4,222 | $12,515-66.3% | $9,413-55.1% | $13,397-68.5% |