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 | $21,650 | $81,248-73.4% | $155,509-86.1% | $80,856-73.2% |
| Participation rate | 63.0% | 66.2%-3.3pp | 78.2%-15.2pp | 67.6%-4.7pp |
| Annual return | 29.75% | 33.31%-3.6pp | 64.67%-34.9pp | 35.59%-5.8pp |
| Employer contribution / active EE | $2,694 | $3,100-13.1% | $4,672-42.3% | $2,755-2.2% |
| Participant deferral / active EE | $6,297 | $3,452+82.4% | $5,626+11.9% | $4,296+46.6% |
| Admin fee / account holder | $341 | $7,997-95.7% | $15,912-97.9% | $6,918-95.1% |