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 | $40,275 | $154,228-73.9% | $145,433-72.3% | $137,256-70.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 21.90% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,305 | $4,804-52.0% | $4,554-49.4% | $4,156-44.5% |
| Participant deferral / active EE | $8,970 | $8,216+9.2% | $7,897+13.6% | $6,407+40.0% |
| Admin fee / account holder | $2,737 | $14,344-80.9% | $13,129-79.2% | $12,270-77.7% |