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 4-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 | $15,998 | $85,022-81.2% | $70,515-77.3% | $139,434-88.5% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 24.26% | 30.38%-6.1pp | 32.77%-8.5pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,015 | $3,909-48.4% | $2,973-32.2% | $4,751-57.6% |
| Participant deferral / active EE | $3,507 | $5,890-40.5% | $4,567-23.2% | $6,710-47.7% |
| Admin fee / account holder | $2,271 | $8,906-74.5% | $6,412-64.6% | $11,403-80.1% |