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 | $20,804 | $73,933-71.9% | $96,683-78.5% | $75,163-72.3% |
| Participation rate | 57.6% | 66.4%-8.8pp | 74.3%-16.8pp | 67.2%-9.6pp |
| Annual return | 25.79% | 26.70%-0.9pp | 35.69%-9.9pp | 160.62%-134.8pp |
| Employer contribution / active EE | $1,258 | $2,928-57.0% | $3,737-66.3% | $2,670-52.9% |
| Participant deferral / active EE | $3,163 | $3,659-13.5% | $4,878-35.2% | $4,125-23.3% |
| Admin fee / account holder | $2,085 | $5,216-60.0% | $6,730-69.0% | $5,651-63.1% |