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 | $21,597 | $71,050-69.6% | $93,606-76.9% | $80,856-73.3% |
| Participation rate | 46.9% | 60.4%-13.5pp | 68.7%-21.8pp | 67.6%-20.8pp |
| Annual return | 23.65% | 11.26%+12.4pp | 133.20%-109.5pp | 35.59%-11.9pp |
| Employer contribution / active EE | $1,689 | $1,564+8.0% | $2,420-30.2% | $2,755-38.7% |
| Participant deferral / active EE | $2,604 | $4,034-35.4% | $4,411-41.0% | $4,296-39.4% |
| Admin fee / account holder | $1,023 | $6,945-85.3% | $8,285-87.7% | $6,918-85.2% |