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 5-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 | $21,243 | $154,117-86.2% | $129,995-83.7% | $139,434-84.8% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.5%-32.3pp | 80.3%-34.2pp |
| Annual return | 18.57% | 32.48%-13.9pp | -137.18%+155.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,258 | $5,289-76.2% | $4,320-70.9% | $4,751-73.5% |
| Participant deferral / active EE | $3,360 | $6,710-49.9% | $5,820-42.3% | $6,710-49.9% |
| Admin fee / account holder | $1,025 | $14,007-92.7% | $10,614-90.3% | $11,403-91.0% |