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 | $30,905 | $117,983-73.8% | $101,794-69.6% | $142,382-78.3% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.2%-6.0pp | 80.1%-17.0pp |
| Annual return | 24.59% | 36.92%-12.3pp | 30.53%-5.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,847 | $2,773+2.7% | $2,289+24.4% | $4,299-33.8% |
| Participant deferral / active EE | $4,346 | $4,714-7.8% | $4,084+6.4% | $6,507-33.2% |
| Admin fee / account holder | $854 | $10,433-91.8% | $8,777-90.3% | $12,624-93.2% |