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 6-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 | $91,309 | $127,065-28.1% | $113,168-19.3% | $142,382-35.9% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 22.16% | 24.03%-1.9pp | 24.27%-2.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $4,166 | $3,442+21.0% | $2,975+40.0% | $4,299-3.1% |
| Participant deferral / active EE | $9,418 | $5,716+64.8% | $5,107+84.4% | $6,507+44.7% |
| Admin fee / account holder | $523 | $15,736-96.7% | $12,068-95.7% | $12,624-95.9% |