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 | $16,496 | $158,398-89.6% | $126,539-87.0% | $142,382-88.4% |
| Participation rate | 41.2% | 75.8%-34.6pp | 69.8%-28.6pp | 80.1%-38.9pp |
| Annual return | 18.91% | 593.76%-574.8pp | 425.95%-407.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,337 | $4,650-71.2% | $3,674-63.6% | $4,299-68.9% |
| Participant deferral / active EE | $3,296 | $4,767-30.9% | $4,083-19.3% | $6,507-49.3% |
| Admin fee / account holder | $6,701 | $6,918-3.1% | $6,065+10.5% | $12,624-46.9% |