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 | $20,026 | $159,602-87.5% | $150,045-86.7% | $142,382-85.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 17.68% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,965 | $4,961+20.2% | $4,693+27.1% | $4,299+38.7% |
| Participant deferral / active EE | $7,650 | $8,310-7.9% | $7,997-4.3% | $6,507+17.6% |
| Admin fee / account holder | $3,827 | $14,846-74.2% | $13,435-71.5% | $12,624-69.7% |