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 | $23,907 | $183,519-87.0% | $155,509-84.6% | $145,922-83.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 21.20% | 61.17%-40.0pp | 64.67%-43.5pp | 561.29%-540.1pp |
| Employer contribution / active EE | $1,378 | $5,313-74.1% | $4,672-70.5% | $4,660-70.4% |
| Participant deferral / active EE | $7,751 | $6,462+19.9% | $5,626+37.8% | $6,688+15.9% |
| Admin fee / account holder | $506 | $19,313-97.4% | $15,912-96.8% | $13,397-96.2% |