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 | $15,144 | $96,635-84.3% | $86,612-82.5% | $139,434-89.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 23.62% | 106.41%-82.8pp | 591.07%-567.4pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,585 | $3,263-20.8% | $3,022-14.5% | $4,751-45.6% |
| Participant deferral / active EE | $5,156 | $4,836+6.6% | $4,438+16.2% | $6,710-23.2% |
| Admin fee / account holder | $1,122 | $6,408-82.5% | $5,614-80.0% | $11,403-90.2% |