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 | $37,428 | $108,825-65.6% | $156,181-76.0% | $82,448-54.6% |
| Participation rate | 38.5% | 72.4%-33.9pp | 78.8%-40.4pp | 68.1%-29.6pp |
| Annual return | 24.85% | 20.59%+4.3pp | 64.87%-40.0pp | 41.64%-16.8pp |
| Employer contribution / active EE | $1,682 | $2,870-41.4% | $4,294-60.8% | $2,551-34.1% |
| Participant deferral / active EE | $2,951 | $4,577-35.5% | $6,132-51.9% | $4,139-28.7% |
| Admin fee / account holder | $5,077 | $9,341-45.6% | $14,586-65.2% | $7,234-29.8% |