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 | $21,168 | $105,126-79.9% | $94,646-77.6% | $139,434-84.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 24.22% | 38.03%-13.8pp | 156.71%-132.5pp | 372.94%-348.7pp |
| Employer contribution / active EE | $2,807 | $4,106-31.6% | $3,672-23.6% | $4,751-40.9% |
| Participant deferral / active EE | $5,989 | $7,599-21.2% | $7,418-19.3% | $6,710-10.7% |
| Admin fee / account holder | $321 | $8,984-96.4% | $7,231-95.6% | $11,403-97.2% |