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 | $13,725 | $106,515-87.1% | $96,683-85.8% | $139,434-90.2% |
| Participation rate | 69.6% | 77.8%-8.3pp | 74.3%-4.8pp | 80.3%-10.8pp |
| Annual return | 26.90% | 38.43%-11.5pp | 35.69%-8.8pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,907 | $4,103-53.5% | $3,737-49.0% | $4,751-59.9% |
| Participant deferral / active EE | $3,359 | $5,454-38.4% | $4,878-31.1% | $6,710-49.9% |
| Admin fee / account holder | $744 | $7,877-90.6% | $6,730-88.9% | $11,403-93.5% |