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 | $23,411 | $114,381-79.5% | $107,525-78.2% | $142,382-83.6% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | 414.66% | 242.71%+172.0pp | 181.32%+233.3pp | 217.08%+197.6pp |
| Employer contribution / active EE | $1,499 | $4,015-62.7% | $3,754-60.1% | $4,299-65.1% |
| Participant deferral / active EE | $1,763 | $5,564-68.3% | $5,116-65.5% | $6,507-72.9% |
| Admin fee / account holder | $323 | $9,860-96.7% | $8,919-96.4% | $12,624-97.4% |