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 | $36,391 | $183,519-80.2% | $155,509-76.6% | $145,922-75.1% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 29.54% | 61.17%-31.6pp | 64.67%-35.1pp | 561.29%-531.7pp |
| Employer contribution / active EE | $2,615 | $5,313-50.8% | $4,672-44.0% | $4,660-43.9% |
| Participant deferral / active EE | $4,403 | $6,462-31.9% | $5,626-21.7% | $6,688-34.2% |
| Admin fee / account holder | $2,727 | $19,313-85.9% | $15,912-82.9% | $13,397-79.6% |