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 | $15,073 | $106,584-85.9% | $101,326-85.1% | $142,382-89.4% |
| Participation rate | 55.6% | 82.7%-27.1pp | 81.5%-25.9pp | 80.1%-24.6pp |
| Annual return | 17.56% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,283 | $3,956-42.3% | $3,665-37.7% | $4,299-46.9% |
| Participant deferral / active EE | $2,154 | $8,297-74.0% | $7,994-73.1% | $6,507-66.9% |
| Admin fee / account holder | $2,328 | $11,446-79.7% | $11,185-79.2% | $12,624-81.6% |