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 | $36,903 | $94,625-61.0% | $116,228-68.2% | $84,808-56.5% |
| Participation rate | 69.9% | 70.4%-0.6pp | 74.6%-4.7pp | 68.3%+1.6pp |
| Annual return | 17.72% | 20.40%-2.7pp | 90.06%-72.3pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,259 | $2,347-46.4% | $2,994-58.0% | $2,631-52.2% |
| Participant deferral / active EE | $4,092 | $3,972+3.0% | $4,953-17.4% | $4,212-2.8% |
| Admin fee / account holder | $6,618 | $10,091-34.4% | $11,989-44.8% | $7,344-9.9% |