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 | $55,686 | $106,749-47.8% | $145,433-61.7% | $82,448-32.5% |
| Participation rate | 35.9% | 75.6%-39.8pp | 82.1%-46.2pp | 68.1%-32.2pp |
| Annual return | 20.63% | 27.59%-7.0pp | 66.58%-45.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $2,406 | $3,444-30.2% | $4,554-47.2% | $2,551-5.7% |
| Participant deferral / active EE | $4,672 | $6,519-28.3% | $7,897-40.8% | $4,139+12.9% |
| Admin fee / account holder | $6,906 | $8,390-17.7% | $13,129-47.4% | $7,234-4.5% |