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 | $11,866 | $158,398-92.5% | $126,539-90.6% | $142,382-91.7% |
| Participation rate | 69.2% | 75.8%-6.6pp | 69.8%-0.6pp | 80.1%-10.9pp |
| Annual return | 19.52% | 593.76%-574.2pp | 425.95%-406.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,730 | $4,650-62.8% | $3,674-52.9% | $4,299-59.8% |
| Participant deferral / active EE | $2,549 | $4,767-46.5% | $4,083-37.6% | $6,507-60.8% |
| Admin fee / account holder | $1,834 | $6,918-73.5% | $6,065-69.8% | $12,624-85.5% |