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 | $26,792 | $81,248-67.0% | $155,509-82.8% | $80,856-66.9% |
| Participation rate | 51.5% | 66.2%-14.7pp | 78.2%-26.7pp | 67.6%-16.1pp |
| Annual return | 15.17% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,287 | $3,100+6.0% | $4,672-29.7% | $2,755+19.3% |
| Participant deferral / active EE | $4,388 | $3,452+27.1% | $5,626-22.0% | $4,296+2.1% |
| Admin fee / account holder | $527 | $7,997-93.4% | $15,912-96.7% | $6,918-92.4% |