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 | $15,559 | $117,983-86.8% | $101,794-84.7% | $142,382-89.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 24.14% | 36.92%-12.8pp | 30.53%-6.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $1,743 | $2,773-37.1% | $2,289-23.8% | $4,299-59.5% |
| Participant deferral / active EE | $3,193 | $4,714-32.3% | $4,084-21.8% | $6,507-50.9% |
| Admin fee / account holder | $2,512 | $10,433-75.9% | $8,777-71.4% | $12,624-80.1% |