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 | $47,645 | $96,484-50.6% | $156,263-69.5% | $74,304-35.9% |
| Participation rate | 54.8% | 67.7%-12.8pp | 78.9%-24.1pp | 60.3%-5.5pp |
| Annual return | 20.19% | 17.73%+2.5pp | 59.47%-39.3pp | 29.43%-9.2pp |
| Employer contribution / active EE | $1,270 | $2,528-49.8% | $4,333-70.7% | $2,241-43.3% |
| Participant deferral / active EE | $2,540 | $4,286-40.7% | $6,158-58.7% | $3,767-32.6% |
| Admin fee / account holder | $557 | $3,728-85.1% | $14,255-96.1% | $2,969-81.3% |