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 | $45,998 | $87,733-47.6% | $106,548-56.8% | $85,850-46.4% |
| Participation rate | 61.5% | 71.9%-10.4pp | 76.1%-14.6pp | 69.3%-7.8pp |
| Annual return | 15.73% | 21.86%-6.1pp | 26.80%-11.1pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,111 | $2,073-46.4% | $2,819-60.6% | $2,565-56.7% |
| Participant deferral / active EE | $2,483 | $3,469-28.4% | $4,398-43.5% | $3,952-37.2% |
| Admin fee / account holder | $4,074 | $6,767-39.8% | $7,407-45.0% | $6,260-34.9% |