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 | $17,547 | $72,071-75.7% | $68,368-74.3% | $137,256-87.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 23.89% | 353.14%-329.3pp | 292.57%-268.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,496 | $2,788-46.3% | $2,649-43.5% | $4,156-64.0% |
| Participant deferral / active EE | $3,629 | $4,410-17.7% | $4,123-12.0% | $6,407-43.4% |
| Admin fee / account holder | $1,482 | $5,336-72.2% | $5,150-71.2% | $12,270-87.9% |