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 | $16,345 | $109,982-85.1% | $97,226-83.2% | $145,922-88.8% |
| Participation rate | 37.5% | 75.9%-38.4pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 16.37% | 242.90%-226.5pp | 75.13%-58.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,541 | $3,084-50.0% | $2,729-43.5% | $4,660-66.9% |
| Participant deferral / active EE | $3,386 | $4,676-27.6% | $4,264-20.6% | $6,688-49.4% |
| Admin fee / account holder | $701 | $6,221-88.7% | $5,654-87.6% | $13,397-94.8% |