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 | $25,477 | $179,726-85.8% | $156,263-83.7% | $142,382-82.1% |
| Participation rate | 41.7% | 82.1%-40.4pp | 78.9%-37.2pp | 80.1%-38.5pp |
| Annual return | 22.91% | 77.86%-54.9pp | 59.47%-36.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,122 | $5,069-77.9% | $4,333-74.1% | $4,299-73.9% |
| Participant deferral / active EE | $3,548 | $6,956-49.0% | $6,158-42.4% | $6,507-45.5% |
| Admin fee / account holder | $473 | $17,272-97.3% | $14,255-96.7% | $12,624-96.3% |