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 | $21,672 | $172,111-87.4% | $150,298-85.6% | $137,256-84.2% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 80.70% | 69.37%+11.3pp | 62.79%+17.9pp | 220.34%-139.6pp |
| Employer contribution / active EE | $1,042 | $4,636-77.5% | $4,154-74.9% | $4,156-74.9% |
| Participant deferral / active EE | $10,079 | $6,166+63.5% | $5,453+84.9% | $6,407+57.3% |
| Admin fee / account holder | $2,924 | $16,471-82.2% | $14,116-79.3% | $12,270-76.2% |