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 | $32,047 | $166,020-80.7% | $164,866-80.6% | $145,959-78.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 15.62% | 100.08%-84.5pp | 69.97%-54.4pp | 561.95%-546.3pp |
| Employer contribution / active EE | $2,048 | $5,275-61.2% | $4,343-52.8% | $4,661-56.1% |
| Participant deferral / active EE | $3,925 | $6,961-43.6% | $6,033-34.9% | $6,689-41.3% |
| Admin fee / account holder | $1,211 | $16,644-92.7% | $12,689-90.5% | $13,398-91.0% |