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 | $45,775 | $86,891-47.3% | $142,449-67.9% | $75,163-39.1% |
| Participation rate | 68.6% | 68.5%0pp | 76.8%-8.2pp | 67.2%+1.4pp |
| Annual return | 40.27% | 23.31%+17.0pp | 19.99%+20.3pp | 160.62%-120.4pp |
| Employer contribution / active EE | $2,107 | $3,355-37.2% | $4,847-56.5% | $2,670-21.1% |
| Participant deferral / active EE | $3,607 | $4,938-27.0% | $6,283-42.6% | $4,125-12.6% |
| Admin fee / account holder | $8,772 | $7,299+20.2% | $10,011-12.4% | $5,651+55.2% |