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 | $22,608 | $159,602-85.8% | $150,045-84.9% | $142,382-84.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 30.29% | 70.24%-40.0pp | 62.55%-32.3pp | 217.08%-186.8pp |
| Employer contribution / active EE | $3,000 | $4,961-39.5% | $4,693-36.1% | $4,299-30.2% |
| Participant deferral / active EE | $3,000 | $8,310-63.9% | $7,997-62.5% | $6,507-53.9% |
| Admin fee / account holder | $474 | $14,846-96.8% | $13,435-96.5% | $12,624-96.2% |