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 | $15,264 | $123,982-87.7% | $69,701-78.1% | $145,959-89.5% |
| Participation rate | 41.2% | 69.2%-28.0pp | 66.4%-25.3pp | 80.3%-39.1pp |
| Annual return | 16.15% | 191.01%-174.9pp | 100.32%-84.2pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,661 | $2,681-38.1% | $1,713-3.1% | $4,661-64.4% |
| Participant deferral / active EE | $3,158 | $4,236-25.4% | $2,887+9.4% | $6,689-52.8% |
| Admin fee / account holder | $1,737 | $7,867-77.9% | $4,717-63.2% | $13,398-87.0% |