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 4-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 | $31,687 | $106,584-70.3% | $101,326-68.7% | $142,382-77.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 81.5%-19.0pp | 80.1%-17.6pp |
| Annual return | 20.87% | 36.93%-16.1pp | 36.82%-15.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,550 | $3,956-35.5% | $3,665-30.4% | $4,299-40.7% |
| Participant deferral / active EE | $5,349 | $8,297-35.5% | $7,994-33.1% | $6,507-17.8% |
| Admin fee / account holder | $6,131 | $11,446-46.4% | $11,185-45.2% | $12,624-51.4% |