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 | $31,574 | $80,717-60.9% | $154,803-79.6% | $84,808-62.8% |
| Participation rate | 64.6% | 66.8%-2.2pp | 78.1%-13.5pp | 68.3%-3.7pp |
| Annual return | 35.61% | 37.96%-2.3pp | 58.88%-23.3pp | 40.90%-5.3pp |
| Employer contribution / active EE | $1,599 | $2,761-42.1% | $4,305-62.9% | $2,631-39.2% |
| Participant deferral / active EE | $3,966 | $3,303+20.1% | $5,540-28.4% | $4,212-5.8% |
| Admin fee / account holder | $3,852 | $6,746-42.9% | $14,329-73.1% | $7,344-47.5% |