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 | $25,028 | $154,228-83.8% | $145,433-82.8% | $137,256-81.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 27.34% | 74.59%-47.2pp | 66.58%-39.2pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,792 | $4,804-62.7% | $4,554-60.7% | $4,156-56.9% |
| Participant deferral / active EE | $2,659 | $8,216-67.6% | $7,897-66.3% | $6,407-58.5% |
| Admin fee / account holder | $10,314 | $14,344-28.1% | $13,129-21.4% | $12,270-15.9% |