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 | $22,251 | $68,346-67.4% | $94,646-76.5% | $75,163-70.4% |
| Participation rate | 51.2% | 76.1%-24.9pp | 80.8%-29.6pp | 67.2%-16.0pp |
| Annual return | 19.42% | 616.93%-597.5pp | 156.71%-137.3pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,972 | $2,701-27.0% | $3,672-46.3% | $2,670-26.1% |
| Participant deferral / active EE | $3,045 | $6,537-53.4% | $7,418-58.9% | $4,125-26.2% |
| Admin fee / account holder | $5,928 | $5,326+11.3% | $7,231-18.0% | $5,651+4.9% |