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 | $33,908 | $87,013-61.0% | $106,213-68.1% | $80,856-58.1% |
| Participation rate | 61.0% | 70.4%-9.5pp | 75.3%-14.3pp | 67.6%-6.7pp |
| Annual return | 15.39% | 17.05%-1.7pp | 116.14%-100.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,029 | $2,395+26.4% | $3,171-4.5% | $2,755+9.9% |
| Participant deferral / active EE | $4,428 | $3,986+11.1% | $5,016-11.7% | $4,296+3.1% |
| Admin fee / account holder | $1,809 | $8,431-78.5% | $11,033-83.6% | $6,918-73.8% |