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 4-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 | $21,198 | $105,126-79.8% | $94,646-77.6% | $139,434-84.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 45.57% | 38.03%+7.5pp | 156.71%-111.1pp | 372.94%-327.4pp |
| Employer contribution / active EE | $3,773 | $4,106-8.1% | $3,672+2.8% | $4,751-20.6% |
| Participant deferral / active EE | $15,872 | $7,599+108.9% | $7,418+114.0% | $6,710+136.5% |
| Admin fee / account holder | $932 | $8,984-89.6% | $7,231-87.1% | $11,403-91.8% |