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 | $46,374 | $95,803-51.6% | $113,168-59.0% | $84,808-45.3% |
| Participation rate | 57.7% | 72.9%-15.2pp | 76.6%-18.9pp | 68.3%-10.6pp |
| Annual return | 76.58% | 25.00%+51.6pp | 24.27%+52.3pp | 40.90%+35.7pp |
| Employer contribution / active EE | $1,384 | $2,360-41.4% | $2,975-53.5% | $2,631-47.4% |
| Participant deferral / active EE | $5,756 | $4,242+35.7% | $5,107+12.7% | $4,212+36.7% |
| Admin fee / account holder | $506 | $8,989-94.4% | $12,068-95.8% | $7,344-93.1% |