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 8-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 | $27,167 | $49,177-44.8% | $79,464-65.8% | $64,186-57.7% |
| Participation rate | 66.2% | 65.0%+1.2pp | 73.3%-7.1pp | 69.6%-3.4pp |
| Annual return | 9.08% | -1.16%+10.2pp | 718.14%-709.1pp | 7.63%+1.4pp |
| Employer contribution / active EE | $1,397 | $2,076-32.7% | $2,800-50.1% | $2,381-41.3% |
| Participant deferral / active EE | $1,356 | $2,821-52.0% | $3,704-63.4% | $3,470-60.9% |
| Admin fee / account holder | $2,773 | $3,839-27.8% | $5,113-45.8% | $4,888-43.3% |