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 | $30,494 | $106,584-71.4% | $101,326-69.9% | $142,382-78.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 81.5%-17.2pp | 80.1%-15.8pp |
| Annual return | 20.57% | 36.93%-16.4pp | 36.82%-16.2pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,131 | $3,956-46.1% | $3,665-41.9% | $4,299-50.4% |
| Participant deferral / active EE | $3,194 | $8,297-61.5% | $7,994-60.0% | $6,507-50.9% |
| Admin fee / account holder | $385 | $11,446-96.6% | $11,185-96.6% | $12,624-97.0% |