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 | $15,768 | $49,922-68.4% | $80,569-80.4% | $75,163-79.0% |
| Participation rate | 41.7% | 55.3%-13.6pp | 67.0%-25.3pp | 67.2%-25.5pp |
| Annual return | 19.13% | 34.69%-15.6pp | 935.43%-916.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,147 | $1,698-32.5% | $2,723-57.9% | $2,670-57.0% |
| Participant deferral / active EE | $3,852 | $2,990+28.8% | $4,447-13.4% | $4,125-6.6% |
| Admin fee / account holder | $4,675 | $3,577+30.7% | $5,377-13.1% | $5,651-17.3% |