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 | $40,855 | $159,934-74.5% | $147,005-72.2% | $145,959-72.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.51% | 98.24%-84.7pp | 418.76%-405.3pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,725 | $5,287-67.4% | $4,934-65.0% | $4,661-63.0% |
| Participant deferral / active EE | $2,739 | $8,427-67.5% | $8,070-66.1% | $6,689-59.0% |
| Admin fee / account holder | $304 | $15,053-98.0% | $13,006-97.7% | $13,398-97.7% |