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 | $57,052 | $71,050-19.7% | $93,606-39.1% | $80,856-29.4% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.6%-27.6pp |
| Annual return | 15.69% | 11.26%+4.4pp | 133.20%-117.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,736 | $1,564+11.0% | $2,420-28.3% | $2,755-37.0% |
| Participant deferral / active EE | $4,065 | $4,034+0.8% | $4,411-7.8% | $4,296-5.4% |
| Admin fee / account holder | $375 | $6,945-94.6% | $8,285-95.5% | $6,918-94.6% |