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 | $18,968 | $70,606-73.1% | $53,898-64.8% | $142,382-86.7% |
| Participation rate | 52.4% | 63.7%-11.3pp | 55.0%-2.6pp | 80.1%-27.7pp |
| Annual return | 10.30% | 619.81%-609.5pp | 528.60%-518.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $870 | $1,202-27.7% | $932-6.7% | $4,299-79.8% |
| Participant deferral / active EE | $1,986 | $2,364-16.0% | $1,826+8.8% | $6,507-69.5% |
| Admin fee / account holder | $2,955 | $2,852+3.6% | $2,491+18.6% | $12,624-76.6% |