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 | $8,598 | $74,888-88.5% | $71,209-87.9% | $142,382-94.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 13.30% | 345.14%-331.8pp | 282.51%-269.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,643 | $2,854-7.4% | $2,721-2.9% | $4,299-38.5% |
| Participant deferral / active EE | $7,009 | $4,454+57.3% | $4,175+67.9% | $6,507+7.7% |
| Admin fee / account holder | $9,611 | $5,568+72.6% | $5,349+79.7% | $12,624-23.9% |