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 | $15,073 | $48,277-68.8% | $67,511-77.7% | $80,874-81.4% |
| Participation rate | 64.1% | 66.4%-2.3pp | 72.9%-8.8pp | 67.6%-3.5pp |
| Annual return | 15.59% | 18.27%-2.7pp | 3517.41%-3501.8pp | 35.62%-20.0pp |
| Employer contribution / active EE | $1,374 | $2,021-32.0% | $2,733-49.7% | $2,756-50.1% |
| Participant deferral / active EE | $2,839 | $2,926-3.0% | $4,000-29.0% | $4,297-33.9% |
| Admin fee / account holder | $691 | $3,687-81.3% | $3,999-82.7% | $6,935-90.0% |