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 | $17,234 | $106,515-83.8% | $96,683-82.2% | $139,434-87.6% |
| Participation rate | 69.2% | 77.8%-8.6pp | 74.3%-5.1pp | 80.3%-11.1pp |
| Annual return | 26.10% | 38.43%-12.3pp | 35.69%-9.6pp | 372.94%-346.8pp |
| Employer contribution / active EE | $2,661 | $4,103-35.1% | $3,737-28.8% | $4,751-44.0% |
| Participant deferral / active EE | $5,498 | $5,454+0.8% | $4,878+12.7% | $6,710-18.1% |
| Admin fee / account holder | $2,167 | $7,877-72.5% | $6,730-67.8% | $11,403-81.0% |