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 | $113,153 | $210,408-46.2% | $153,485-26.3% | $145,922-22.5% |
| Participation rate | 60.9% | 82.1%-21.2pp | 77.1%-16.2pp | 80.3%-19.4pp |
| Annual return | 10.17% | 13.37%-3.2pp | 15.65%-5.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,936 | $6,048-68.0% | $5,039-61.6% | $4,660-58.4% |
| Participant deferral / active EE | $3,160 | $7,975-60.4% | $6,757-53.2% | $6,688-52.7% |
| Admin fee / account holder | $8,300 | $19,419-57.3% | $12,724-34.8% | $13,397-38.0% |