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 | $27,099 | $80,812-66.5% | $160,784-83.1% | $82,448-67.1% |
| Participation rate | 54.1% | 66.2%-12.2pp | 77.0%-22.9pp | 68.1%-14.0pp |
| Annual return | 21.20% | 100.59%-79.4pp | 1803.92%-1782.7pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,778 | $2,174-18.2% | $3,733-52.4% | $2,551-30.3% |
| Participant deferral / active EE | $3,868 | $4,335-10.8% | $6,293-38.5% | $4,139-6.6% |
| Admin fee / account holder | $2,634 | $7,695-65.8% | $9,717-72.9% | $7,234-63.6% |