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 | $46,595 | $149,040-68.7% | $120,225-61.2% | $137,256-66.1% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 18.31% | 605.68%-587.4pp | 439.23%-420.9pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,805 | $4,350-35.5% | $3,475-19.3% | $4,156-32.5% |
| Participant deferral / active EE | $8,993 | $4,655+93.2% | $3,999+124.9% | $6,407+40.4% |
| Admin fee / account holder | $652 | $6,348-89.7% | $5,696-88.6% | $12,270-94.7% |