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 | $45,958 | $100,923-54.5% | $150,045-69.4% | $74,304-38.1% |
| Participation rate | 61.9% | 70.1%-8.1pp | 82.3%-20.4pp | 60.3%+1.6pp |
| Annual return | 19.32% | 51.77%-32.5pp | 62.55%-43.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $1,869 | $3,463-46.0% | $4,693-60.2% | $2,241-16.6% |
| Participant deferral / active EE | $3,536 | $6,709-47.3% | $7,997-55.8% | $3,767-6.1% |
| Admin fee / account holder | $1,082 | $2,767-60.9% | $13,435-91.9% | $2,969-63.6% |