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 | $20,494 | $99,918-79.5% | $81,382-74.8% | $145,922-86.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 17.96% | 34.32%-16.4pp | 24.73%-6.8pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,051 | $2,978-64.7% | $2,463-57.3% | $4,660-77.5% |
| Participant deferral / active EE | $1,873 | $4,605-59.3% | $3,883-51.8% | $6,688-72.0% |
| Admin fee / account holder | $310 | $8,212-96.2% | $5,768-94.6% | $13,397-97.7% |