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 | $13,826 | $114,381-87.9% | $107,525-87.1% | $142,382-90.3% |
| Participation rate | 55.0% | 78.1%-23.1pp | 75.1%-20.1pp | 80.1%-25.1pp |
| Annual return | 21.33% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,052 | $4,015-73.8% | $3,754-72.0% | $4,299-75.5% |
| Participant deferral / active EE | $2,359 | $5,564-57.6% | $5,116-53.9% | $6,507-63.7% |
| Admin fee / account holder | $1,227 | $9,860-87.6% | $8,919-86.2% | $12,624-90.3% |