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 | $41,720 | $76,050-45.1% | $96,544-56.8% | $71,457-41.6% |
| Participation rate | 59.4% | 74.4%-15.0pp | 76.0%-16.6pp | 67.9%-8.5pp |
| Annual return | 17.78% | 22.81%-5.0pp | 25.84%-8.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,519 | $2,244-32.3% | $2,965-48.8% | $2,588-41.3% |
| Participant deferral / active EE | $2,915 | $4,215-30.8% | $4,851-39.9% | $4,289-32.0% |
| Admin fee / account holder | $1,199 | $2,707-55.7% | $8,252-85.5% | $1,587-24.4% |