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 | $41,071 | $178,174-76.9% | $156,181-73.7% | $137,256-70.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 20.55% | 84.19%-63.6pp | 64.87%-44.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,036 | $4,972-59.0% | $4,294-52.6% | $4,156-51.0% |
| Participant deferral / active EE | $6,914 | $6,888+0.4% | $6,132+12.7% | $6,407+7.9% |
| Admin fee / account holder | $568 | $17,404-96.7% | $14,586-96.1% | $12,270-95.4% |