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 | $53,551 | $80,968-33.9% | $96,544-44.5% | $75,163-28.8% |
| Participation rate | 60.0% | 71.8%-11.8pp | 76.0%-16.0pp | 67.2%-7.2pp |
| Annual return | 17.50% | 27.06%-9.6pp | 25.84%-8.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,599 | $2,282-29.9% | $2,965-46.1% | $2,670-40.1% |
| Participant deferral / active EE | $2,372 | $3,928-39.6% | $4,851-51.1% | $4,125-42.5% |
| Admin fee / account holder | $3,155 | $6,724-53.1% | $8,252-61.8% | $5,651-44.2% |