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 | $21,343 | $73,933-71.1% | $96,683-77.9% | $75,163-71.6% |
| Participation rate | 65.5% | 66.4%-0.9pp | 74.3%-8.8pp | 67.2%-1.7pp |
| Annual return | 26.16% | 26.70%-0.5pp | 35.69%-9.5pp | 160.62%-134.5pp |
| Employer contribution / active EE | $2,047 | $2,928-30.1% | $3,737-45.2% | $2,670-23.3% |
| Participant deferral / active EE | $4,266 | $3,659+16.6% | $4,878-12.6% | $4,125+3.4% |
| Admin fee / account holder | $1,715 | $5,216-67.1% | $6,730-74.5% | $5,651-69.6% |