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 | $30,502 | $73,933-58.7% | $96,683-68.5% | $75,163-59.4% |
| Participation rate | 60.3% | 66.4%-6.1pp | 74.3%-14.0pp | 67.2%-6.9pp |
| Annual return | 77.38% | 26.70%+50.7pp | 35.69%+41.7pp | 160.62%-83.2pp |
| Employer contribution / active EE | $1,996 | $2,928-31.8% | $3,737-46.6% | $2,670-25.2% |
| Participant deferral / active EE | $3,453 | $3,659-5.6% | $4,878-29.2% | $4,125-16.3% |
| Admin fee / account holder | $667 | $5,216-87.2% | $6,730-90.1% | $5,651-88.2% |