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 | $26,289 | $100,970-74.0% | $96,576-72.8% | $137,256-80.8% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 33.94% | 38.16%-4.2pp | 38.47%-4.5pp | 220.34%-186.4pp |
| Employer contribution / active EE | $12,028 | $3,809+215.8% | $3,553+238.5% | $4,156+189.4% |
| Participant deferral / active EE | $25,056 | $8,286+202.4% | $7,956+214.9% | $6,407+291.1% |
| Admin fee / account holder | $29,943 | $11,312+164.7% | $11,381+163.1% | $12,270+144.0% |