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 | $22,612 | $133,922-83.1% | $116,228-80.5% | $142,382-84.1% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | 19.53% | 147.76%-128.2pp | 90.06%-70.5pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,377 | $3,446+27.0% | $2,994+46.2% | $4,299+1.8% |
| Participant deferral / active EE | $4,377 | $5,672-22.8% | $4,953-11.6% | $6,507-32.7% |
| Admin fee / account holder | $13,205 | $14,945-11.6% | $11,989+10.1% | $12,624+4.6% |