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 7-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 | $18,423 | $99,877-81.6% | $84,966-78.3% | $145,922-87.4% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 14.17% | 83.76%-69.6pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,188 | $3,231-32.3% | $2,727-19.8% | $4,660-53.0% |
| Participant deferral / active EE | $2,332 | $5,291-55.9% | $4,519-48.4% | $6,688-65.1% |
| Admin fee / account holder | $1,076 | $7,248-85.2% | $6,149-82.5% | $13,397-92.0% |