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 | $15,378 | $96,635-84.1% | $86,612-82.2% | $139,434-89.0% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 10.79% | 106.41%-95.6pp | 591.07%-580.3pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,511 | $3,263-53.7% | $3,022-50.0% | $4,751-68.2% |
| Participant deferral / active EE | $3,961 | $4,836-18.1% | $4,438-10.7% | $6,710-41.0% |
| Admin fee / account holder | $2,255 | $6,408-64.8% | $5,614-59.8% | $11,403-80.2% |