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 | $17,860 | $111,535-84.0% | $105,223-83.0% | $137,256-87.0% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 80.0%-33.3pp |
| Annual return | 29.52% | 237.85%-208.3pp | 180.65%-151.1pp | 220.34%-190.8pp |
| Employer contribution / active EE | $1,639 | $3,939-58.4% | $3,689-55.6% | $4,156-60.6% |
| Participant deferral / active EE | $2,474 | $5,500-55.0% | $5,072-51.2% | $6,407-61.4% |
| Admin fee / account holder | $2,247 | $9,721-76.9% | $8,859-74.6% | $12,270-81.7% |