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 | $40,318 | $89,753-55.1% | $107,525-62.5% | $84,808-52.5% |
| Participation rate | 61.3% | 68.1%-6.8pp | 75.1%-13.8pp | 68.3%-7.0pp |
| Annual return | 20.55% | 29.48%-8.9pp | 181.32%-160.8pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,154 | $3,113-62.9% | $3,754-69.2% | $2,631-56.1% |
| Participant deferral / active EE | $4,640 | $4,056+14.4% | $5,116-9.3% | $4,212+10.2% |
| Admin fee / account holder | $336 | $7,222-95.4% | $8,919-96.2% | $7,344-95.4% |