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 | $23,059 | $183,519-87.4% | $155,509-85.2% | $145,922-84.2% |
| Participation rate | 58.3% | 82.7%-24.3pp | 78.2%-19.9pp | 80.3%-21.9pp |
| Annual return | 15.92% | 61.17%-45.2pp | 64.67%-48.7pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,634 | $5,313-69.2% | $4,672-65.0% | $4,660-64.9% |
| Participant deferral / active EE | $4,387 | $6,462-32.1% | $5,626-22.0% | $6,688-34.4% |
| Admin fee / account holder | $341 | $19,313-98.2% | $15,912-97.9% | $13,397-97.5% |