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 | $14,558 | $72,071-79.8% | $68,368-78.7% | $137,256-89.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 18.91% | 353.14%-334.2pp | 292.57%-273.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $767 | $2,788-72.5% | $2,649-71.0% | $4,156-81.5% |
| Participant deferral / active EE | $1,425 | $4,410-67.7% | $4,123-65.4% | $6,407-77.8% |
| Admin fee / account holder | $3,293 | $5,336-38.3% | $5,150-36.1% | $12,270-73.2% |