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 | $55,277 | $123,909-55.4% | $69,647-20.6% | $145,922-62.1% |
| Participation rate | 66.7% | 69.2%-2.5pp | 66.5%+0.2pp | 80.3%-13.6pp |
| Annual return | 13.31% | 190.55%-177.2pp | 100.48%-87.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $2,211 | $2,682-17.6% | $1,712+29.1% | $4,660-52.6% |
| Participant deferral / active EE | $8,317 | $4,236+96.3% | $2,886+188.2% | $6,688+24.4% |
| Admin fee / account holder | $2,151 | $7,863-72.6% | $4,713-54.4% | $13,397-83.9% |