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 | $21,012 | $51,638-59.3% | $68,368-69.3% | $82,448-74.5% |
| Participation rate | 67.7% | 63.6%+4.1pp | 73.8%-6.1pp | 68.1%-0.4pp |
| Annual return | 20.82% | 37.53%-16.7pp | 292.57%-271.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $789 | $2,047-61.5% | $2,649-70.2% | $2,551-69.1% |
| Participant deferral / active EE | $3,446 | $2,914+18.3% | $4,123-16.4% | $4,139-16.7% |
| Admin fee / account holder | $1,149 | $4,643-75.2% | $5,150-77.7% | $7,234-84.1% |