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 4-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 | $25,805 | $126,574-79.6% | $106,213-75.7% | $145,922-82.3% |
| Participation rate | 53.8% | 77.6%-23.8pp | 75.3%-21.4pp | 80.3%-26.4pp |
| Annual return | 9.90% | 224.79%-214.9pp | 116.14%-106.2pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,025 | $3,730-45.7% | $3,171-36.2% | $4,660-56.5% |
| Participant deferral / active EE | $3,144 | $5,724-45.1% | $5,016-37.3% | $6,688-53.0% |
| Admin fee / account holder | $1,606 | $17,304-90.7% | $11,033-85.4% | $13,397-88.0% |