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 8-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 | $46,209 | $98,750-53.2% | $149,696-69.1% | $79,858-42.1% |
| Participation rate | 64.6% | 75.8%-11.1pp | 82.5%-17.8pp | 69.6%-5.0pp |
| Annual return | 18.00% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $2,635 | $3,216-18.1% | $4,644-43.3% | $2,471+6.7% |
| Participant deferral / active EE | $4,749 | $5,680-16.4% | $6,842-30.6% | $3,740+27.0% |
| Admin fee / account holder | $738 | $6,053-87.8% | $9,309-92.1% | $5,306-86.1% |