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 | $20,587 | $85,022-75.8% | $70,515-70.8% | $139,434-85.2% |
| Participation rate | 69.2% | 73.9%-4.7pp | 68.3%+0.9pp | 80.3%-11.1pp |
| Annual return | 34.24% | 30.38%+3.9pp | 32.77%+1.5pp | 372.94%-338.7pp |
| Employer contribution / active EE | $1,179 | $3,909-69.8% | $2,973-60.4% | $4,751-75.2% |
| Participant deferral / active EE | $5,361 | $5,890-9.0% | $4,567+17.4% | $6,710-20.1% |
| Admin fee / account holder | $372 | $8,906-95.8% | $6,412-94.2% | $11,403-96.7% |