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 | $52,232 | $101,618-48.6% | $93,063-43.9% | $137,256-61.9% |
| Participation rate | 58.3% | 74.9%-16.6pp | 72.1%-13.8pp | 80.0%-21.6pp |
| Annual return | 17.73% | 223.95%-206.2pp | 34.15%-16.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,878 | $2,707+6.3% | $2,476+16.2% | $4,156-30.8% |
| Participant deferral / active EE | $6,077 | $4,279+42.0% | $3,958+53.5% | $6,407-5.1% |
| Admin fee / account holder | $22,519 | $6,198+263.3% | $6,033+273.2% | $12,270+83.5% |