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 4-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 | $18,023 | $202,432-91.1% | $169,368-89.4% | $139,434-87.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 22.31% | 531.74%-509.4pp | 405.60%-383.3pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,352 | $4,692-49.9% | $4,013-41.4% | $4,751-50.5% |
| Participant deferral / active EE | $2,852 | $6,938-58.9% | $6,221-54.2% | $6,710-57.5% |
| Admin fee / account holder | $505 | $10,708-95.3% | $9,003-94.4% | $11,403-95.6% |