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 5-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 | $108,642 | $71,050+52.9% | $93,606+16.1% | $80,856+34.4% |
| Participation rate | 43.6% | 60.4%-16.8pp | 68.7%-25.1pp | 67.6%-24.0pp |
| Annual return | 15.82% | 11.26%+4.6pp | 133.20%-117.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $374 | $1,564-76.1% | $2,420-84.6% | $2,755-86.4% |
| Participant deferral / active EE | $3,079 | $4,034-23.7% | $4,411-30.2% | $4,296-28.3% |
| Admin fee / account holder | $4,044 | $6,945-41.8% | $8,285-51.2% | $6,918-41.5% |