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 | $15,850 | $52,353-69.7% | $120,225-86.8% | $82,448-80.8% |
| Participation rate | 61.4% | 58.3%+3.1pp | 69.6%-8.2pp | 68.1%-6.7pp |
| Annual return | 21.27% | 61.85%-40.6pp | 439.23%-418.0pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,158 | $1,510-23.3% | $3,475-66.7% | $2,551-54.6% |
| Participant deferral / active EE | $2,504 | $2,627-4.7% | $3,999-37.4% | $4,139-39.5% |
| Admin fee / account holder | $670 | $4,363-84.7% | $5,696-88.2% | $7,234-90.7% |