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 | $8,570 | $96,635-91.1% | $86,612-90.1% | $139,434-93.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 24.98% | 106.41%-81.4pp | 591.07%-566.1pp | 372.94%-348.0pp |
| Employer contribution / active EE | $1,682 | $3,263-48.5% | $3,022-44.3% | $4,751-64.6% |
| Participant deferral / active EE | $2,219 | $4,836-54.1% | $4,438-50.0% | $6,710-66.9% |
| Admin fee / account holder | $697 | $6,408-89.1% | $5,614-87.6% | $11,403-93.9% |