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 | $25,785 | $81,248-68.3% | $155,509-83.4% | $80,856-68.1% |
| Participation rate | 65.4% | 66.2%-0.8pp | 78.2%-12.8pp | 67.6%-2.3pp |
| Annual return | 19.56% | 33.31%-13.7pp | 64.67%-45.1pp | 35.59%-16.0pp |
| Employer contribution / active EE | $1,773 | $3,100-42.8% | $4,672-62.1% | $2,755-35.7% |
| Participant deferral / active EE | $3,898 | $3,452+12.9% | $5,626-30.7% | $4,296-9.3% |
| Admin fee / account holder | $1,188 | $7,997-85.1% | $15,912-92.5% | $6,918-82.8% |