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 | $6,140 | $102,245-94.0% | $89,340-93.1% | $137,256-95.5% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 20.00% | 21.89%-1.9pp | 20.57%-0.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,576 | $2,529-37.7% | $2,231-29.4% | $4,156-62.1% |
| Participant deferral / active EE | $2,375 | $4,436-46.5% | $3,823-37.9% | $6,407-62.9% |
| Admin fee / account holder | $4,144 | $8,085-48.7% | $6,704-38.2% | $12,270-66.2% |