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 | $20,162 | $177,572-88.6% | $154,803-87.0% | $142,382-85.8% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.1%-33.6pp | 80.1%-35.7pp |
| Annual return | 16.43% | 65.07%-48.6pp | 58.88%-42.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,129 | $4,810-76.5% | $4,305-73.8% | $4,299-73.7% |
| Participant deferral / active EE | $2,850 | $6,272-54.6% | $5,540-48.6% | $6,507-56.2% |
| Admin fee / account holder | $1,842 | $16,786-89.0% | $14,329-87.1% | $12,624-85.4% |