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 | $28,330 | $172,111-83.5% | $150,298-81.2% | $137,256-79.4% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 25.23% | 69.37%-44.1pp | 62.79%-37.6pp | 220.34%-195.1pp |
| Employer contribution / active EE | $2,130 | $4,636-54.1% | $4,154-48.7% | $4,156-48.8% |
| Participant deferral / active EE | $5,654 | $6,166-8.3% | $5,453+3.7% | $6,407-11.7% |
| Admin fee / account holder | $819 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |