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 | $10,541 | $112,729-90.6% | $98,716-89.3% | $137,256-92.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 23.93% | 38.48%-14.6pp | 31.81%-7.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,616 | $2,725-40.7% | $2,279-29.1% | $4,156-61.1% |
| Participant deferral / active EE | $2,783 | $4,640-40.0% | $4,048-31.3% | $6,407-56.6% |
| Admin fee / account holder | $698 | $10,129-93.1% | $8,703-92.0% | $12,270-94.3% |