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 | $215,848 | $111,814+93.0% | $103,374+108.8% | $145,959+47.9% |
| Participation rate | 60.9% | 77.9%-17.1pp | 74.5%-13.6pp | 80.3%-19.4pp |
| Annual return | 10.81% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,392 | $4,214-43.2% | $3,869-38.2% | $4,661-48.7% |
| Participant deferral / active EE | $5,752 | $5,618+2.4% | $5,058+13.7% | $6,689-14.0% |
| Admin fee / account holder | $37,516 | $9,754+284.6% | $8,394+346.9% | $13,398+180.0% |