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 | $24,369 | $127,065-80.8% | $113,168-78.5% | $142,382-82.9% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 27.20% | 24.03%+3.2pp | 24.27%+2.9pp | 217.08%-189.9pp |
| Employer contribution / active EE | $1,781 | $3,442-48.3% | $2,975-40.1% | $4,299-58.6% |
| Participant deferral / active EE | $4,453 | $5,716-22.1% | $5,107-12.8% | $6,507-31.6% |
| Admin fee / account holder | $8,480 | $15,736-46.1% | $12,068-29.7% | $12,624-32.8% |