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 | $34,684 | $214,378-83.8% | $200,582-82.7% | $142,382-75.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 24.40% | 46.41%-22.0pp | 42.33%-17.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $2,221 | $6,841-67.5% | $6,419-65.4% | $4,299-48.3% |
| Participant deferral / active EE | $5,684 | $9,865-42.4% | $9,331-39.1% | $6,507-12.7% |
| Admin fee / account holder | $3,376 | $17,692-80.9% | $16,305-79.3% | $12,624-73.3% |