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 | $43,169 | $77,813-44.5% | $123,544-65.1% | $64,186-32.7% |
| Participation rate | 33.3% | 74.7%-41.4pp | 82.3%-49.0pp | 69.6%-36.2pp |
| Annual return | 19.26% | 12.48%+6.8pp | 119.20%-99.9pp | 7.63%+11.6pp |
| Employer contribution / active EE | $2,002 | $3,014-33.6% | $4,628-56.7% | $2,381-15.9% |
| Participant deferral / active EE | $10,093 | $5,240+92.6% | $6,426+57.1% | $3,470+190.9% |
| Admin fee / account holder | $13,254 | $5,519+140.2% | $9,284+42.8% | $4,888+171.2% |