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 | $26,512 | $81,460-67.5% | $103,333-74.3% | $80,856-67.2% |
| Participation rate | 65.6% | 66.8%-1.2pp | 74.5%-8.9pp | 67.6%-2.0pp |
| Annual return | 11.52% | 25.55%-14.0pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $3,379 | $3,105+8.8% | $3,868-12.6% | $2,755+22.7% |
| Participant deferral / active EE | $2,907 | $3,869-24.9% | $5,057-42.5% | $4,296-32.3% |
| Admin fee / account holder | $1,921 | $6,566-70.8% | $8,355-77.0% | $6,918-72.2% |