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 | $31,650 | $107,452-70.5% | $91,541-65.4% | $142,382-77.8% |
| Participation rate | 42.9% | 75.1%-32.2pp | 69.8%-26.9pp | 80.1%-37.3pp |
| Annual return | 23.82% | 22.06%+1.8pp | 20.50%+3.3pp | 217.08%-193.3pp |
| Employer contribution / active EE | $2,326 | $2,994-22.3% | $2,505-7.1% | $4,299-45.9% |
| Participant deferral / active EE | $2,947 | $4,754-38.0% | $4,008-26.5% | $6,507-54.7% |
| Admin fee / account holder | $345 | $8,834-96.1% | $6,956-95.0% | $12,624-97.3% |