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 7-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 | $42,054 | $87,013-51.7% | $106,213-60.4% | $80,856-48.0% |
| Participation rate | 51.6% | 70.4%-18.8pp | 75.3%-23.7pp | 67.6%-16.0pp |
| Annual return | 21.66% | 17.05%+4.6pp | 116.14%-94.5pp | 35.59%-13.9pp |
| Employer contribution / active EE | $1,645 | $2,395-31.3% | $3,171-48.1% | $2,755-40.3% |
| Participant deferral / active EE | $3,253 | $3,986-18.4% | $5,016-35.2% | $4,296-24.3% |
| Admin fee / account holder | $3,650 | $8,431-56.7% | $11,033-66.9% | $6,918-47.2% |