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 | $22,144 | $175,202-87.4% | $149,673-85.2% | $139,434-84.1% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 30.93% | 166.71%-135.8pp | 134.42%-103.5pp | 372.94%-342.0pp |
| Employer contribution / active EE | $2,530 | $5,474-53.8% | $4,818-47.5% | $4,751-46.7% |
| Participant deferral / active EE | $4,881 | $6,519-25.1% | $5,680-14.1% | $6,710-27.3% |
| Admin fee / account holder | $887 | $16,150-94.5% | $13,210-93.3% | $11,403-92.2% |