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 | $25,801 | $175,202-85.3% | $149,673-82.8% | $139,434-81.5% |
| Participation rate | 30.8% | 83.4%-52.6pp | 78.8%-48.0pp | 80.3%-49.5pp |
| Annual return | 30.74% | 166.71%-136.0pp | 134.42%-103.7pp | 372.94%-342.2pp |
| Employer contribution / active EE | $1,160 | $5,474-78.8% | $4,818-75.9% | $4,751-75.6% |
| Participant deferral / active EE | $3,086 | $6,519-52.7% | $5,680-45.7% | $6,710-54.0% |
| Admin fee / account holder | $475 | $16,150-97.1% | $13,210-96.4% | $11,403-95.8% |