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 | $30,189 | $177,572-83.0% | $154,803-80.5% | $142,382-78.8% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | 20.32% | 65.07%-44.7pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $934 | $4,810-80.6% | $4,305-78.3% | $4,299-78.3% |
| Participant deferral / active EE | $3,521 | $6,272-43.9% | $5,540-36.4% | $6,507-45.9% |
| Admin fee / account holder | $1,720 | $16,786-89.8% | $14,329-88.0% | $12,624-86.4% |