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 | $41,069 | $86,929-52.8% | $102,423-59.9% | $80,856-49.2% |
| Participation rate | 69.4% | 72.4%-3.0pp | 76.5%-7.1pp | 67.6%+1.7pp |
| Annual return | 14.93% | 18.88%-4.0pp | 29.32%-14.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,983 | $2,369-16.3% | $3,023-34.4% | $2,755-28.0% |
| Participant deferral / active EE | $3,039 | $4,118-26.2% | $5,053-39.9% | $4,296-29.3% |
| Admin fee / account holder | $3,634 | $8,049-54.9% | $9,451-61.6% | $6,918-47.5% |