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 | $49,339 | $86,944-43.3% | $107,525-54.1% | $74,304-33.6% |
| Participation rate | 52.4% | 59.6%-7.1pp | 75.1%-22.6pp | 60.3%-7.9pp |
| Annual return | 22.23% | 23.52%-1.3pp | 181.32%-159.1pp | 29.43%-7.2pp |
| Employer contribution / active EE | $2,397 | $2,757-13.1% | $3,754-36.1% | $2,241+7.0% |
| Participant deferral / active EE | $4,676 | $3,554+31.6% | $5,116-8.6% | $3,767+24.1% |
| Admin fee / account holder | $2,253 | $3,727-39.5% | $8,919-74.7% | $2,969-24.1% |