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 | $36,269 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 19.52% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,002 | $4,804-58.3% | $4,554-56.0% | $4,156-51.8% |
| Participant deferral / active EE | $7,371 | $8,216-10.3% | $7,897-6.7% | $6,407+15.1% |
| Admin fee / account holder | $4,466 | $14,344-68.9% | $13,129-66.0% | $12,270-63.6% |