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 | $26,112 | $81,248-67.9% | $155,509-83.2% | $80,856-67.7% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.6%-17.6pp |
| Annual return | 44.23% | 33.31%+10.9pp | 64.67%-20.4pp | 35.59%+8.6pp |
| Employer contribution / active EE | $1,221 | $3,100-60.6% | $4,672-73.9% | $2,755-55.7% |
| Participant deferral / active EE | $2,369 | $3,452-31.4% | $5,626-57.9% | $4,296-44.9% |
| Admin fee / account holder | $2,156 | $7,997-73.0% | $15,912-86.5% | $6,918-68.8% |