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 4-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 | $86,406 | $74,927+15.3% | $101,794-15.1% | $84,808+1.9% |
| Participation rate | 21.9% | 61.4%-39.5pp | 69.2%-47.3pp | 68.3%-46.4pp |
| Annual return | 18.98% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,316 | $1,522-13.6% | $2,289-42.5% | $2,631-50.0% |
| Participant deferral / active EE | $3,896 | $3,099+25.7% | $4,084-4.6% | $4,212-7.5% |
| Admin fee / account holder | $1,039 | $6,514-84.0% | $8,777-88.2% | $7,344-85.9% |