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 5-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 | $29,250 | $93,571-68.7% | $135,903-78.5% | $75,163-61.1% |
| Participation rate | 61.8% | 75.2%-13.4pp | 81.9%-20.1pp | 67.2%-5.4pp |
| Annual return | 22.72% | 30.90%-8.2pp | 68.23%-45.5pp | 160.62%-137.9pp |
| Employer contribution / active EE | $2,157 | $3,537-39.0% | $4,856-55.6% | $2,670-19.2% |
| Participant deferral / active EE | $3,053 | $6,404-52.3% | $7,758-60.6% | $4,125-26.0% |
| Admin fee / account holder | $1,879 | $6,975-73.1% | $10,762-82.5% | $5,651-66.7% |