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 | $35,349 | $114,381-69.1% | $107,525-67.1% | $142,382-75.2% |
| Participation rate | 68.2% | 78.1%-10.0pp | 75.1%-6.9pp | 80.1%-11.9pp |
| Annual return | 22.02% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,043 | $4,015-49.1% | $3,754-45.6% | $4,299-52.5% |
| Participant deferral / active EE | $6,162 | $5,564+10.7% | $5,116+20.5% | $6,507-5.3% |
| Admin fee / account holder | $1,042 | $9,860-89.4% | $8,919-88.3% | $12,624-91.7% |