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 | $57,205 | $97,125-41.1% | $86,233-33.7% | $137,256-58.3% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.0%-15.7pp | 80.0%-26.6pp |
| Annual return | 21.07% | 74.19%-53.1pp | 61.39%-40.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,786 | $2,841+33.2% | $2,504+51.2% | $4,156-8.9% |
| Participant deferral / active EE | $8,135 | $5,180+57.0% | $4,559+78.4% | $6,407+27.0% |
| Admin fee / account holder | $2,995 | $9,725-69.2% | $8,342-64.1% | $12,270-75.6% |