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 | $16,306 | $111,814-85.4% | $103,374-84.2% | $145,959-88.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 17.90% | 24.77%-6.9pp | 24.89%-7.0pp | 561.95%-544.0pp |
| Employer contribution / active EE | $1,917 | $4,214-54.5% | $3,869-50.5% | $4,661-58.9% |
| Participant deferral / active EE | $2,505 | $5,618-55.4% | $5,058-50.5% | $6,689-62.6% |
| Admin fee / account holder | $2,894 | $9,754-70.3% | $8,394-65.5% | $13,398-78.4% |