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 | $21,417 | $111,754-80.8% | $103,333-79.3% | $145,922-85.3% |
| Participation rate | 58.8% | 77.9%-19.1pp | 74.5%-15.7pp | 80.3%-21.5pp |
| Annual return | 16.51% | 24.77%-8.3pp | 24.88%-8.4pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,685 | $4,212-60.0% | $3,868-56.4% | $4,660-63.8% |
| Participant deferral / active EE | $3,913 | $5,619-30.4% | $5,057-22.6% | $6,688-41.5% |
| Admin fee / account holder | $1,168 | $9,750-88.0% | $8,355-86.0% | $13,397-91.3% |