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 | $26,982 | $175,202-84.6% | $149,673-82.0% | $139,434-80.6% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 31.01% | 166.71%-135.7pp | 134.42%-103.4pp | 372.94%-341.9pp |
| Employer contribution / active EE | $3,148 | $5,474-42.5% | $4,818-34.7% | $4,751-33.7% |
| Participant deferral / active EE | $5,744 | $6,519-11.9% | $5,680+1.1% | $6,710-14.4% |
| Admin fee / account holder | $932 | $16,150-94.2% | $13,210-92.9% | $11,403-91.8% |