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 | $33,149 | $165,984-80.0% | $164,813-79.9% | $145,922-77.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 27.34% | 100.03%-72.7pp | 69.93%-42.6pp | 561.29%-534.0pp |
| Employer contribution / active EE | $1,370 | $5,273-74.0% | $4,341-68.5% | $4,660-70.6% |
| Participant deferral / active EE | $5,915 | $6,959-15.0% | $6,031-1.9% | $6,688-11.6% |
| Admin fee / account holder | $1,421 | $16,648-91.5% | $12,690-88.8% | $13,397-89.4% |