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 | $65,255 | $180,749-63.9% | $160,784-59.4% | $137,256-52.5% |
| Participation rate | 33.3% | 80.0%-46.6pp | 77.0%-43.6pp | 80.0%-46.6pp |
| Annual return | 23.16% | 2234.46%-2211.3pp | 1803.92%-1780.8pp | 220.34%-197.2pp |
| Employer contribution / active EE | $1,717 | $4,155-58.7% | $3,733-54.0% | $4,156-58.7% |
| Participant deferral / active EE | $4,273 | $6,844-37.6% | $6,293-32.1% | $6,407-33.3% |
| Admin fee / account holder | $3,404 | $10,397-67.3% | $9,717-65.0% | $12,270-72.3% |