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 | $15,365 | $61,272-74.9% | $149,673-89.7% | $71,457-78.5% |
| Participation rate | 62.1% | 62.5%-0.4pp | 78.8%-16.6pp | 67.9%-5.8pp |
| Annual return | 26.26% | 35.85%-9.6pp | 134.42%-108.2pp | 28.85%-2.6pp |
| Employer contribution / active EE | $2,501 | $2,378+5.1% | $4,818-48.1% | $2,588-3.4% |
| Participant deferral / active EE | $4,355 | $2,917+49.3% | $5,680-23.3% | $4,289+1.6% |
| Admin fee / account holder | $1,177 | $1,261-6.7% | $13,210-91.1% | $1,587-25.8% |