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 5-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 | $11,533 | $72,071-84.0% | $68,368-83.1% | $137,256-91.6% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 22.19% | 353.14%-330.9pp | 292.57%-270.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,408 | $2,788-49.5% | $2,649-46.8% | $4,156-66.1% |
| Participant deferral / active EE | $3,892 | $4,410-11.8% | $4,123-5.6% | $6,407-39.3% |
| Admin fee / account holder | $585 | $5,336-89.0% | $5,150-88.6% | $12,270-95.2% |