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 | $15,112 | $108,912-86.1% | $100,383-84.9% | $145,959-89.6% |
| Participation rate | 63.6% | 83.0%-19.3pp | 81.5%-17.9pp | 80.3%-16.6pp |
| Annual return | 14.56% | 57.96%-43.4pp | 49.26%-34.7pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,535 | $4,423-65.3% | $3,944-61.1% | $4,661-67.1% |
| Participant deferral / active EE | $3,766 | $8,451-55.4% | $8,086-53.4% | $6,689-43.7% |
| Admin fee / account holder | $336 | $9,690-96.5% | $7,900-95.8% | $13,398-97.5% |