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 | $177,572-87.8% | $154,803-86.0% | $142,382-84.8% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.1%-14.4pp | 80.1%-16.5pp |
| Annual return | 80.70% | 65.07%+15.6pp | 58.88%+21.8pp | 217.08%-136.4pp |
| Employer contribution / active EE | $1,042 | $4,810-78.3% | $4,305-75.8% | $4,299-75.8% |
| Participant deferral / active EE | $10,079 | $6,272+60.7% | $5,540+81.9% | $6,507+54.9% |
| Admin fee / account holder | $2,924 | $16,786-82.6% | $14,329-79.6% | $12,624-76.8% |