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 | $59,945 | $177,572-66.2% | $154,803-61.3% | $142,382-57.9% |
| Participation rate | 69.2% | 82.1%-12.8pp | 78.1%-8.8pp | 80.1%-10.9pp |
| Annual return | 17.37% | 65.07%-47.7pp | 58.88%-41.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,517 | $4,810-68.5% | $4,305-64.8% | $4,299-64.7% |
| Participant deferral / active EE | $6,087 | $6,272-2.9% | $5,540+9.9% | $6,507-6.5% |
| Admin fee / account holder | $2,034 | $16,786-87.9% | $14,329-85.8% | $12,624-83.9% |