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 | $28,594 | $185,822-84.6% | $169,993-83.2% | $139,434-79.5% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 21.27% | 60.50%-39.2pp | 53.37%-32.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,759 | $7,590-76.8% | $6,785-74.1% | $4,751-63.0% |
| Participant deferral / active EE | $3,285 | $11,622-71.7% | $10,408-68.4% | $6,710-51.0% |
| Admin fee / account holder | $2,494 | $15,381-83.8% | $12,815-80.5% | $11,403-78.1% |