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 | $149,040-88.9% | $120,225-86.3% | $137,256-88.0% |
| Participation rate | 41.2% | 75.4%-34.2pp | 69.6%-28.4pp | 80.0%-38.8pp |
| Annual return | 18.91% | 605.68%-586.8pp | 439.23%-420.3pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,337 | $4,350-69.3% | $3,475-61.5% | $4,156-67.8% |
| Participant deferral / active EE | $3,296 | $4,655-29.2% | $3,999-17.6% | $6,407-48.6% |
| Admin fee / account holder | $6,701 | $6,348+5.6% | $5,696+17.6% | $12,270-45.4% |