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 | $66,887 | $109,881-39.1% | $150,045-55.4% | $84,808-21.1% |
| Participation rate | 65.7% | 76.1%-10.4pp | 82.3%-16.6pp | 68.3%-2.6pp |
| Annual return | 212.48% | 28.25%+184.2pp | 62.55%+149.9pp | 40.90%+171.6pp |
| Employer contribution / active EE | $1,754 | $3,561-50.7% | $4,693-62.6% | $2,631-33.3% |
| Participant deferral / active EE | $3,137 | $6,636-52.7% | $7,997-60.8% | $4,212-25.5% |
| Admin fee / account holder | $1,361 | $8,568-84.1% | $13,435-89.9% | $7,344-81.5% |