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 | $30,896 | $159,602-80.6% | $150,045-79.4% | $142,382-78.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 23.99% | 70.24%-46.2pp | 62.55%-38.6pp | 217.08%-193.1pp |
| Employer contribution / active EE | $3,075 | $4,961-38.0% | $4,693-34.5% | $4,299-28.5% |
| Participant deferral / active EE | $4,425 | $8,310-46.7% | $7,997-44.7% | $6,507-32.0% |
| Admin fee / account holder | $2,255 | $14,846-84.8% | $13,435-83.2% | $12,624-82.1% |