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 | $18,082 | $111,724-83.8% | $93,606-80.7% | $145,922-87.6% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 13.14% | 202.98%-189.8pp | 133.20%-120.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,234 | $3,090-60.1% | $2,420-49.0% | $4,660-73.5% |
| Participant deferral / active EE | $2,156 | $4,912-56.1% | $4,411-51.1% | $6,688-67.8% |
| Admin fee / account holder | $543 | $10,250-94.7% | $8,285-93.5% | $13,397-95.9% |