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 3-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 | $41,000 | $86,929-52.8% | $102,423-60.0% | $80,856-49.3% |
| Participation rate | 61.7% | 72.4%-10.7pp | 76.5%-14.8pp | 67.6%-5.9pp |
| Annual return | 17.79% | 18.88%-1.1pp | 29.32%-11.5pp | 35.59%-17.8pp |
| Employer contribution / active EE | $4,480 | $2,369+89.1% | $3,023+48.2% | $2,755+62.6% |
| Participant deferral / active EE | $2,477 | $4,118-39.9% | $5,053-51.0% | $4,296-42.3% |
| Admin fee / account holder | $2,345 | $8,049-70.9% | $9,451-75.2% | $6,918-66.1% |