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 | $27,942 | $159,602-82.5% | $150,045-81.4% | $142,382-80.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 22.29% | 70.24%-47.9pp | 62.55%-40.3pp | 217.08%-194.8pp |
| Employer contribution / active EE | $3,202 | $4,961-35.5% | $4,693-31.8% | $4,299-25.5% |
| Participant deferral / active EE | $6,933 | $8,310-16.6% | $7,997-13.3% | $6,507+6.5% |
| Admin fee / account holder | $2,242 | $14,846-84.9% | $13,435-83.3% | $12,624-82.2% |