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 | $67,743 | $100,773-32.8% | $88,946-23.8% | $142,382-52.4% |
| Participation rate | 25.0% | 74.3%-49.3pp | 68.8%-43.8pp | 80.1%-55.1pp |
| Annual return | 18.75% | 70.18%-51.4pp | 57.82%-39.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,487 | $2,918-49.0% | $2,555-41.8% | $4,299-65.4% |
| Participant deferral / active EE | $3,478 | $5,230-33.5% | $4,581-24.1% | $6,507-46.6% |
| Admin fee / account holder | $1,855 | $9,693-80.9% | $8,261-77.6% | $12,624-85.3% |