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 | $42,481 | $100,970-57.9% | $96,576-56.0% | $137,256-69.0% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 15.51% | 38.16%-22.6pp | 38.47%-23.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,657 | $3,809+22.3% | $3,553+31.1% | $4,156+12.1% |
| Participant deferral / active EE | $25,818 | $8,286+211.6% | $7,956+224.5% | $6,407+303.0% |
| Admin fee / account holder | $44,895 | $11,312+296.9% | $11,381+294.5% | $12,270+265.9% |