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 | $58,942 | $159,901-63.1% | $146,958-59.9% | $145,922-59.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 14.93% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,033 | $5,286-42.6% | $4,933-38.5% | $4,660-34.9% |
| Participant deferral / active EE | $7,666 | $8,428-9.0% | $8,070-5.0% | $6,688+14.6% |
| Admin fee / account holder | $12,162 | $15,044-19.2% | $12,998-6.4% | $13,397-9.2% |