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 | $12,575 | $149,040-91.6% | $120,225-89.5% | $137,256-90.8% |
| Participation rate | 62.5% | 75.4%-12.9pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 25.77% | 605.68%-579.9pp | 439.23%-413.5pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,635 | $4,350-62.4% | $3,475-53.0% | $4,156-60.7% |
| Participant deferral / active EE | $1,699 | $4,655-63.5% | $3,999-57.5% | $6,407-73.5% |
| Admin fee / account holder | $817 | $6,348-87.1% | $5,696-85.7% | $12,270-93.3% |