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 | $16,113 | $117,983-86.3% | $101,794-84.2% | $142,382-88.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 19.17% | 36.92%-17.7pp | 30.53%-11.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,872 | $2,773+39.6% | $2,289+69.2% | $4,299-9.9% |
| Participant deferral / active EE | $4,882 | $4,714+3.6% | $4,084+19.5% | $6,507-25.0% |
| Admin fee / account holder | $2,751 | $10,433-73.6% | $8,777-68.7% | $12,624-78.2% |