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 | $42,201 | $81,460-48.2% | $103,333-59.2% | $80,856-47.8% |
| Participation rate | 49.3% | 66.8%-17.5pp | 74.5%-25.2pp | 67.6%-18.3pp |
| Annual return | 40.97% | 25.55%+15.4pp | 24.88%+16.1pp | 35.59%+5.4pp |
| Employer contribution / active EE | $1,718 | $3,105-44.7% | $3,868-55.6% | $2,755-37.6% |
| Participant deferral / active EE | $2,664 | $3,869-31.1% | $5,057-47.3% | $4,296-38.0% |
| Admin fee / account holder | $1,904 | $6,566-71.0% | $8,355-77.2% | $6,918-72.5% |