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 | $37,106 | $214,378-82.7% | $200,582-81.5% | $142,382-73.9% |
| Participation rate | 58.3% | 87.4%-29.1pp | 86.9%-28.6pp | 80.1%-21.8pp |
| Annual return | 45.01% | 46.41%-1.4pp | 42.33%+2.7pp | 217.08%-172.1pp |
| Employer contribution / active EE | $4,763 | $6,841-30.4% | $6,419-25.8% | $4,299+10.8% |
| Participant deferral / active EE | $10,157 | $9,865+3.0% | $9,331+8.9% | $6,507+56.1% |
| Admin fee / account holder | $17,430 | $17,692-1.5% | $16,305+6.9% | $12,624+38.1% |