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 | $14,814 | $99,918-85.2% | $81,382-81.8% | $145,922-89.8% |
| Participation rate | 58.3% | 74.2%-15.8pp | 69.5%-11.2pp | 80.3%-21.9pp |
| Annual return | 16.50% | 34.32%-17.8pp | 24.73%-8.2pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,131 | $2,978-62.0% | $2,463-54.1% | $4,660-75.7% |
| Participant deferral / active EE | $4,520 | $4,605-1.8% | $3,883+16.4% | $6,688-32.4% |
| Admin fee / account holder | $302 | $8,212-96.3% | $5,768-94.8% | $13,397-97.7% |