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 | $28,438 | $59,101-51.9% | $77,163-63.1% | $75,163-62.2% |
| Participation rate | 60.7% | 63.9%-3.1pp | 69.6%-8.9pp | 67.2%-6.5pp |
| Annual return | 21.56% | 26.71%-5.2pp | 37.87%-16.3pp | 160.62%-139.1pp |
| Employer contribution / active EE | $4,188 | $1,995+109.9% | $2,535+65.2% | $2,670+56.9% |
| Participant deferral / active EE | $3,737 | $2,999+24.6% | $3,833-2.5% | $4,125-9.4% |
| Admin fee / account holder | $1,451 | $4,774-69.6% | $5,472-73.5% | $5,651-74.3% |