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 | $12,311 | $49,922-75.3% | $80,569-84.7% | $75,163-83.6% |
| Participation rate | 53.4% | 55.3%-1.9pp | 67.0%-13.6pp | 67.2%-13.8pp |
| Annual return | 19.15% | 34.69%-15.5pp | 935.43%-916.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $3,244 | $1,698+91.0% | $2,723+19.1% | $2,670+21.5% |
| Participant deferral / active EE | $938 | $2,990-68.6% | $4,447-78.9% | $4,125-77.3% |
| Admin fee / account holder | $1,897 | $3,577-47.0% | $5,377-64.7% | $5,651-66.4% |