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 | $20,441 | $72,400-71.8% | $67,502-69.7% | $145,922-86.0% |
| Participation rate | 69.2% | 76.9%-7.6pp | 72.9%-3.6pp | 80.3%-11.0pp |
| Annual return | 19.31% | 7182.46%-7163.2pp | 3512.12%-3492.8pp | 561.29%-542.0pp |
| Employer contribution / active EE | $2,854 | $3,069-7.0% | $2,731+4.5% | $4,660-38.7% |
| Participant deferral / active EE | $6,750 | $4,783+41.1% | $4,000+68.8% | $6,688+0.9% |
| Admin fee / account holder | $2,557 | $5,539-53.8% | $3,998-36.0% | $13,397-80.9% |