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 | $27,322 | $159,602-82.9% | $150,045-81.8% | $142,382-80.8% |
| Participation rate | 61.5% | 84.0%-22.4pp | 82.3%-20.8pp | 80.1%-18.6pp |
| Annual return | 24.04% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,941 | $4,961-40.7% | $4,693-37.3% | $4,299-31.6% |
| Participant deferral / active EE | $3,014 | $8,310-63.7% | $7,997-62.3% | $6,507-53.7% |
| Admin fee / account holder | $337 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |