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 5-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 | $41,781 | $95,803-56.4% | $113,168-63.1% | $84,808-50.7% |
| Participation rate | 48.3% | 72.9%-24.6pp | 76.6%-28.3pp | 68.3%-20.0pp |
| Annual return | 19.47% | 25.00%-5.5pp | 24.27%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $1,807 | $2,360-23.4% | $2,975-39.3% | $2,631-31.3% |
| Participant deferral / active EE | $3,453 | $4,242-18.6% | $5,107-32.4% | $4,212-18.0% |
| Admin fee / account holder | $1,093 | $8,989-87.8% | $12,068-90.9% | $7,344-85.1% |