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 | $19,403 | $108,912-82.2% | $100,383-80.7% | $145,959-86.7% |
| Participation rate | 57.9% | 83.0%-25.1pp | 81.5%-23.6pp | 80.3%-22.4pp |
| Annual return | 14.03% | 57.96%-43.9pp | 49.26%-35.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $550 | $4,423-87.6% | $3,944-86.1% | $4,661-88.2% |
| Participant deferral / active EE | $4,043 | $8,451-52.2% | $8,086-50.0% | $6,689-39.6% |
| Admin fee / account holder | $837 | $9,690-91.4% | $7,900-89.4% | $13,398-93.8% |