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 | $24,680 | $114,381-78.4% | $107,525-77.0% | $142,382-82.7% |
| Participation rate | 63.2% | 78.1%-15.0pp | 75.1%-11.9pp | 80.1%-17.0pp |
| Annual return | 21.80% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,365 | $4,015-41.1% | $3,754-37.0% | $4,299-45.0% |
| Participant deferral / active EE | $4,384 | $5,564-21.2% | $5,116-14.3% | $6,507-32.6% |
| Admin fee / account holder | $1,879 | $9,860-80.9% | $8,919-78.9% | $12,624-85.1% |