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 | $25,136 | $87,166-71.2% | $76,735-67.2% | $137,256-81.7% |
| Participation rate | 57.1% | 74.4%-17.2pp | 69.5%-12.4pp | 80.0%-22.8pp |
| Annual return | 15.19% | 26.50%-11.3pp | 29.77%-14.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,425 | $2,904-51.0% | $2,454-42.0% | $4,156-65.7% |
| Participant deferral / active EE | $4,990 | $4,726+5.6% | $4,088+22.1% | $6,407-22.1% |
| Admin fee / account holder | $1,015 | $8,403-87.9% | $7,189-85.9% | $12,270-91.7% |