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 | $32,614 | $209,336-84.4% | $197,124-83.5% | $137,256-76.2% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 23.22% | 48.09%-24.9pp | 44.34%-21.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $3,793 | $6,591-42.4% | $6,227-39.1% | $4,156-8.7% |
| Participant deferral / active EE | $7,451 | $9,614-22.5% | $9,135-18.4% | $6,407+16.3% |
| Admin fee / account holder | $2,330 | $17,308-86.5% | $16,298-85.7% | $12,270-81.0% |