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 | $209,336-83.4% | $197,124-82.4% | $137,256-74.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 24.40% | 48.09%-23.7pp | 44.34%-19.9pp | 220.34%-195.9pp |
| Employer contribution / active EE | $2,221 | $6,591-66.3% | $6,227-64.3% | $4,156-46.6% |
| Participant deferral / active EE | $5,684 | $9,614-40.9% | $9,135-37.8% | $6,407-11.3% |
| Admin fee / account holder | $3,376 | $17,308-80.5% | $16,298-79.3% | $12,270-72.5% |