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 | $13,077 | $80,717-83.8% | $154,803-91.6% | $84,808-84.6% |
| Participation rate | 67.3% | 66.8%+0.5pp | 78.1%-10.8pp | 68.3%-1.0pp |
| Annual return | 21.12% | 37.96%-16.8pp | 58.88%-37.8pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,030 | $2,761-62.7% | $4,305-76.1% | $2,631-60.9% |
| Participant deferral / active EE | $2,587 | $3,303-21.7% | $5,540-53.3% | $4,212-38.6% |
| Admin fee / account holder | $3,133 | $6,746-53.6% | $14,329-78.1% | $7,344-57.3% |