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 | $13,015 | $111,754-88.4% | $103,333-87.4% | $145,922-91.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 39.70% | 24.77%+14.9pp | 24.88%+14.8pp | 561.29%-521.6pp |
| Employer contribution / active EE | $2,581 | $4,212-38.7% | $3,868-33.3% | $4,660-44.6% |
| Participant deferral / active EE | $4,494 | $5,619-20.0% | $5,057-11.1% | $6,688-32.8% |
| Admin fee / account holder | $869 | $9,750-91.1% | $8,355-89.6% | $13,397-93.5% |