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 | $18,104 | $77,314-76.6% | $177,989-89.8% | $80,856-77.6% |
| Participation rate | 47.2% | 65.7%-18.5pp | 77.1%-29.9pp | 67.6%-20.4pp |
| Annual return | 20.58% | 18.09%+2.5pp | 294.48%-273.9pp | 35.59%-15.0pp |
| Employer contribution / active EE | $1,157 | $2,292-49.5% | $3,949-70.7% | $2,755-58.0% |
| Participant deferral / active EE | $2,534 | $4,411-42.6% | $6,276-59.6% | $4,296-41.0% |
| Admin fee / account holder | $677 | $7,191-90.6% | $10,363-93.5% | $6,918-90.2% |