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 | $149,040-92.0% | $120,225-90.1% | $137,256-91.4% |
| Participation rate | 69.2% | 75.4%-6.2pp | 69.6%-0.3pp | 80.0%-10.7pp |
| Annual return | 19.52% | 605.68%-586.2pp | 439.23%-419.7pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,730 | $4,350-60.2% | $3,475-50.2% | $4,156-58.4% |
| Participant deferral / active EE | $2,549 | $4,655-45.2% | $3,999-36.3% | $6,407-60.2% |
| Admin fee / account holder | $1,834 | $6,348-71.1% | $5,696-67.8% | $12,270-85.1% |