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 | $15,762 | $110,261-85.7% | $95,745-83.5% | $139,434-88.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 21.69% | 27.11%-5.4pp | 28.35%-6.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,049 | $3,257-67.8% | $2,835-63.0% | $4,751-77.9% |
| Participant deferral / active EE | $8,779 | $4,676+87.7% | $4,245+106.8% | $6,710+30.8% |
| Admin fee / account holder | $1,186 | $6,613-82.1% | $5,678-79.1% | $11,403-89.6% |