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 | $21,551 | $110,257-80.5% | $96,544-77.7% | $139,434-84.5% |
| Participation rate | 57.1% | 78.1%-20.9pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 653.73% | 26.32%+627.4pp | 25.84%+627.9pp | 372.94%+280.8pp |
| Employer contribution / active EE | $1,602 | $3,620-55.8% | $2,965-46.0% | $4,751-66.3% |
| Participant deferral / active EE | $2,591 | $5,548-53.3% | $4,851-46.6% | $6,710-61.4% |
| Admin fee / account holder | $304 | $11,591-97.4% | $8,252-96.3% | $11,403-97.3% |