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 | $16,093 | $123,982-87.0% | $69,701-76.9% | $145,959-89.0% |
| Participation rate | 46.7% | 69.2%-22.5pp | 66.4%-19.8pp | 80.3%-33.6pp |
| Annual return | 9.20% | 191.01%-181.8pp | 100.32%-91.1pp | 561.95%-552.8pp |
| Employer contribution / active EE | $1,469 | $2,681-45.2% | $1,713-14.3% | $4,661-68.5% |
| Participant deferral / active EE | $2,743 | $4,236-35.2% | $2,887-5.0% | $6,689-59.0% |
| Admin fee / account holder | $2,696 | $7,867-65.7% | $4,717-42.8% | $13,398-79.9% |