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 | $89,788 | $109,413-17.9% | $156,263-42.5% | $84,808+5.9% |
| Participation rate | 44.0% | 72.7%-28.7pp | 78.9%-34.9pp | 68.3%-24.3pp |
| Annual return | 18.23% | 20.18%-2.0pp | 59.47%-41.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,130 | $2,907-26.7% | $4,333-50.8% | $2,631-19.0% |
| Participant deferral / active EE | $4,130 | $4,590-10.0% | $6,158-32.9% | $4,212-1.9% |
| Admin fee / account holder | $1,058 | $9,357-88.7% | $14,255-92.6% | $7,344-85.6% |