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 | $34,453 | $109,413-68.5% | $156,263-78.0% | $84,808-59.4% |
| Participation rate | 67.6% | 72.7%-5.1pp | 78.9%-11.3pp | 68.3%-0.7pp |
| Annual return | 19.69% | 20.18%-0.5pp | 59.47%-39.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,030 | $2,907-30.2% | $4,333-53.1% | $2,631-22.8% |
| Participant deferral / active EE | $3,516 | $4,590-23.4% | $6,158-42.9% | $4,212-16.5% |
| Admin fee / account holder | $3,655 | $9,357-60.9% | $14,255-74.4% | $7,344-50.2% |