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 | $27,505 | $163,101-83.1% | $136,749-79.9% | $142,382-80.7% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 18.73% | 27.54%-8.8pp | 24.33%-5.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,101 | $4,117-49.0% | $3,400-38.2% | $4,299-51.1% |
| Participant deferral / active EE | $5,903 | $5,585+5.7% | $4,692+25.8% | $6,507-9.3% |
| Admin fee / account holder | $617 | $14,318-95.7% | $11,386-94.6% | $12,624-95.1% |