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 6-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 | $23,580 | $111,724-78.9% | $93,606-74.8% | $145,922-83.8% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 9.83% | 202.98%-193.1pp | 133.20%-123.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $2,419 | $3,090-21.7% | $2,4200% | $4,660-48.1% |
| Participant deferral / active EE | $5,026 | $4,912+2.3% | $4,411+13.9% | $6,688-24.8% |
| Admin fee / account holder | $6,640 | $10,250-35.2% | $8,285-19.9% | $13,397-50.4% |