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 | $85,260 | $118,450-28.0% | $98,439-13.4% | $139,434-38.9% |
| Participation rate | 8.3% | 77.4%-69.1pp | 75.2%-66.8pp | 80.3%-72.0pp |
| Annual return | 15.31% | 18.94%-3.6pp | 21.16%-5.9pp | 372.94%-357.6pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $6,948 | $5,392+28.9% | $4,738+46.7% | $6,710+3.5% |
| Admin fee / account holder | $11,026 | $14,026-21.4% | $8,948+23.2% | $11,403-3.3% |