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 | $23,598 | $57,541-59.0% | $95,745-75.4% | $75,163-68.6% |
| Participation rate | 41.2% | 62.5%-21.3pp | 72.3%-31.1pp | 67.2%-26.0pp |
| Annual return | 34.28% | 34.93%-0.7pp | 28.35%+5.9pp | 160.62%-126.3pp |
| Employer contribution / active EE | $1,427 | $1,808-21.0% | $2,835-49.6% | $2,670-46.5% |
| Participant deferral / active EE | $2,178 | $3,074-29.1% | $4,245-48.7% | $4,125-47.2% |
| Admin fee / account holder | $465 | $4,099-88.7% | $5,678-91.8% | $5,651-91.8% |