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 | $35,123 | $177,572-80.2% | $154,803-77.3% | $142,382-75.3% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 25.96% | 65.07%-39.1pp | 58.88%-32.9pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,733 | $4,810-64.0% | $4,305-59.7% | $4,299-59.7% |
| Participant deferral / active EE | $7,960 | $6,272+26.9% | $5,540+43.7% | $6,507+22.3% |
| Admin fee / account holder | $934 | $16,786-94.4% | $14,329-93.5% | $12,624-92.6% |