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 | $14,233 | $88,710-84.0% | $81,783-82.6% | $145,959-90.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 10.24% | 1027.26%-1017.0pp | 775.05%-764.8pp | 561.95%-551.7pp |
| Employer contribution / active EE | $774 | $3,083-74.9% | $2,913-73.4% | $4,661-83.4% |
| Participant deferral / active EE | $2,019 | $4,645-56.5% | $4,320-53.3% | $6,689-69.8% |
| Admin fee / account holder | $357 | $8,407-95.7% | $7,380-95.2% | $13,398-97.3% |