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 | $8,598 | $101,618-91.5% | $93,063-90.8% | $137,256-93.7% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 17.32% | 223.95%-206.6pp | 34.15%-16.8pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,765 | $2,707-34.8% | $2,476-28.7% | $4,156-57.5% |
| Participant deferral / active EE | $2,533 | $4,279-40.8% | $3,958-36.0% | $6,407-60.5% |
| Admin fee / account holder | $2,975 | $6,198-52.0% | $6,033-50.7% | $12,270-75.8% |