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 | $52,184 | $138,347-62.3% | $184,203-71.7% | $80,856-35.5% |
| Participation rate | 57.0% | 83.9%-26.9pp | 86.8%-29.8pp | 67.6%-10.7pp |
| Annual return | 34.23% | 20.02%+14.2pp | 28.81%+5.4pp | 35.59%-1.4pp |
| Employer contribution / active EE | $1,885 | $4,850-61.1% | $6,427-70.7% | $2,755-31.6% |
| Participant deferral / active EE | $5,744 | $7,071-18.8% | $9,131-37.1% | $4,296+33.7% |
| Admin fee / account holder | $626 | $10,483-94.0% | $13,901-95.5% | $6,918-91.0% |