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 | $79,845 | $68,547+16.5% | $120,354-33.7% | $80,856-1.3% |
| Participation rate | 34.8% | 61.6%-26.8pp | 71.9%-37.1pp | 67.6%-32.9pp |
| Annual return | 18.18% | 23.60%-5.4pp | 107.15%-89.0pp | 35.59%-17.4pp |
| Employer contribution / active EE | $943 | $2,051-54.0% | $3,463-72.8% | $2,755-65.8% |
| Participant deferral / active EE | $2,773 | $3,173-12.6% | $4,991-44.4% | $4,296-35.4% |
| Admin fee / account holder | $849 | $5,732-85.2% | $9,423-91.0% | $6,918-87.7% |