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 | $12,754 | $111,724-88.6% | $93,606-86.4% | $145,922-91.3% |
| Participation rate | 69.6% | 74.2%-4.6pp | 68.7%+0.8pp | 80.3%-10.7pp |
| Annual return | 16.56% | 202.98%-186.4pp | 133.20%-116.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,927 | $3,090-37.6% | $2,420-20.4% | $4,660-58.7% |
| Participant deferral / active EE | $2,898 | $4,912-41.0% | $4,411-34.3% | $6,688-56.7% |
| Admin fee / account holder | $1,053 | $10,250-89.7% | $8,285-87.3% | $13,397-92.1% |