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 | $45,052 | $154,228-70.8% | $145,433-69.0% | $137,256-67.2% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 20.02% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $3,784 | $4,804-21.2% | $4,554-16.9% | $4,156-8.9% |
| Participant deferral / active EE | $5,576 | $8,216-32.1% | $7,897-29.4% | $6,407-13.0% |
| Admin fee / account holder | $20,514 | $14,344+43.0% | $13,129+56.2% | $12,270+67.2% |