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 | $58,041 | $214,378-72.9% | $200,582-71.1% | $142,382-59.2% |
| Participation rate | 53.8% | 87.4%-33.6pp | 86.9%-33.0pp | 80.1%-26.3pp |
| Annual return | 18.55% | 46.41%-27.9pp | 42.33%-23.8pp | 217.08%-198.5pp |
| Employer contribution / active EE | $9,754 | $6,841+42.6% | $6,419+52.0% | $4,299+126.9% |
| Participant deferral / active EE | $7,105 | $9,865-28.0% | $9,331-23.9% | $6,507+9.2% |
| Admin fee / account holder | $10,461 | $17,692-40.9% | $16,305-35.8% | $12,624-17.1% |