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 | $47,151 | $106,584-55.8% | $101,326-53.5% | $142,382-66.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 22.54% | 36.93%-14.4pp | 36.82%-14.3pp | 217.08%-194.5pp |
| Employer contribution / active EE | $2,656 | $3,956-32.9% | $3,665-27.5% | $4,299-38.2% |
| Participant deferral / active EE | $7,950 | $8,297-4.2% | $7,994-0.5% | $6,507+22.2% |
| Admin fee / account holder | $1,396 | $11,446-87.8% | $11,185-87.5% | $12,624-88.9% |