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 | $13,487 | $25,014-46.1% | $69,647-80.6% | $80,856-83.3% |
| Participation rate | 63.9% | 64.2%-0.3pp | 66.5%-2.5pp | 67.6%-3.7pp |
| Annual return | 23.51% | 19.07%+4.4pp | 100.48%-77.0pp | 35.59%-12.1pp |
| Employer contribution / active EE | $1,075 | $993+8.2% | $1,712-37.2% | $2,755-61.0% |
| Participant deferral / active EE | $1,360 | $1,839-26.0% | $2,886-52.9% | $4,296-68.3% |
| Admin fee / account holder | $884 | $2,488-64.5% | $4,713-81.2% | $6,918-87.2% |