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 | $20,720 | $126,574-83.6% | $106,213-80.5% | $145,922-85.8% |
| Participation rate | 61.1% | 77.6%-16.5pp | 75.3%-14.2pp | 80.3%-19.2pp |
| Annual return | 14.62% | 224.79%-210.2pp | 116.14%-101.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,311 | $3,730-38.0% | $3,171-27.1% | $4,660-50.4% |
| Participant deferral / active EE | $4,427 | $5,724-22.7% | $5,016-11.7% | $6,688-33.8% |
| Admin fee / account holder | $9,441 | $17,304-45.4% | $11,033-14.4% | $13,397-29.5% |