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 | $34,805 | $111,754-68.9% | $103,333-66.3% | $145,922-76.1% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 27.36% | 24.77%+2.6pp | 24.88%+2.5pp | 561.29%-533.9pp |
| Employer contribution / active EE | $2,966 | $4,212-29.6% | $3,868-23.3% | $4,660-36.3% |
| Participant deferral / active EE | $6,243 | $5,619+11.1% | $5,057+23.4% | $6,688-6.6% |
| Admin fee / account holder | $3,701 | $9,750-62.0% | $8,355-55.7% | $13,397-72.4% |