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 | $15,576 | $177,572-91.2% | $154,803-89.9% | $142,382-89.1% |
| Participation rate | 55.0% | 82.1%-27.1pp | 78.1%-23.1pp | 80.1%-25.1pp |
| Annual return | 39.03% | 65.07%-26.0pp | 58.88%-19.8pp | 217.08%-178.0pp |
| Employer contribution / active EE | $1,468 | $4,810-69.5% | $4,305-65.9% | $4,299-65.9% |
| Participant deferral / active EE | $2,317 | $6,272-63.1% | $5,540-58.2% | $6,507-64.4% |
| Admin fee / account holder | $616 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |