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 | $19,811 | $175,202-88.7% | $149,673-86.8% | $139,434-85.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 78.8%-38.8pp | 80.3%-40.3pp |
| Annual return | 28.64% | 166.71%-138.1pp | 134.42%-105.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $8,345 | $5,474+52.4% | $4,818+73.2% | $4,751+75.7% |
| Participant deferral / active EE | $9,346 | $6,519+43.4% | $5,680+64.5% | $6,710+39.3% |
| Admin fee / account holder | $2,265 | $16,150-86.0% | $13,210-82.9% | $11,403-80.1% |