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 | $27,310 | $111,754-75.6% | $103,333-73.6% | $145,922-81.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 26.08% | 24.77%+1.3pp | 24.88%+1.2pp | 561.29%-535.2pp |
| Employer contribution / active EE | $2,006 | $4,212-52.4% | $3,868-48.1% | $4,660-57.0% |
| Participant deferral / active EE | $4,271 | $5,619-24.0% | $5,057-15.6% | $6,688-36.1% |
| Admin fee / account holder | $6,049 | $9,750-38.0% | $8,355-27.6% | $13,397-54.8% |