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 | $34,695 | $109,881-68.4% | $150,045-76.9% | $84,808-59.1% |
| Participation rate | 59.0% | 76.1%-17.1pp | 82.3%-23.3pp | 68.3%-9.3pp |
| Annual return | 33.66% | 28.25%+5.4pp | 62.55%-28.9pp | 40.90%-7.2pp |
| Employer contribution / active EE | $3,997 | $3,561+12.2% | $4,693-14.8% | $2,631+51.9% |
| Participant deferral / active EE | $7,674 | $6,636+15.6% | $7,997-4.0% | $4,212+82.2% |
| Admin fee / account holder | $5,060 | $8,568-40.9% | $13,435-62.3% | $7,344-31.1% |