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 | $3,070 | $74,888-95.9% | $71,209-95.7% | $142,382-97.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 20.69% | 345.14%-324.5pp | 282.51%-261.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $655 | $2,854-77.0% | $2,721-75.9% | $4,299-84.8% |
| Participant deferral / active EE | $805 | $4,454-81.9% | $4,175-80.7% | $6,507-87.6% |
| Admin fee / account holder | $383 | $5,568-93.1% | $5,349-92.8% | $12,624-97.0% |