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 | $22,435 | $133,958-83.3% | $112,228-80.0% | $134,475-83.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | 78.33% | 47.11%+31.2pp | 27.45%+50.9pp | 417.96%-339.6pp |
| Employer contribution / active EE | $3,441 | $4,038-14.8% | $3,635-5.3% | $4,740-27.4% |
| Participant deferral / active EE | $8,271 | $5,291+56.3% | $4,728+74.9% | $6,400+29.2% |
| Admin fee / account holder | $31,056 | $7,489+314.7% | $6,410+384.5% | $11,426+171.8% |