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 | $28,545 | $95,266-70.0% | $82,389-65.4% | $142,382-80.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.5%-7.0pp | 80.1%-17.6pp |
| Annual return | 16.65% | 25.74%-9.1pp | 28.67%-12.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $847 | $2,991-71.7% | $2,517-66.3% | $4,299-80.3% |
| Participant deferral / active EE | $1,476 | $4,809-69.3% | $4,155-64.5% | $6,507-77.3% |
| Admin fee / account holder | $4,670 | $8,563-45.5% | $7,231-35.4% | $12,624-63.0% |