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 | $31,017 | $101,724-69.5% | $164,813-81.2% | $80,856-61.6% |
| Participation rate | 55.8% | 71.8%-16.1pp | 78.6%-22.8pp | 67.6%-11.9pp |
| Annual return | 21.49% | 16.72%+4.8pp | 69.93%-48.4pp | 35.59%-14.1pp |
| Employer contribution / active EE | $1,738 | $2,953-41.2% | $4,341-60.0% | $2,755-36.9% |
| Participant deferral / active EE | $4,217 | $4,477-5.8% | $6,031-30.1% | $4,296-1.8% |
| Admin fee / account holder | $1,239 | $8,227-84.9% | $12,690-90.2% | $6,918-82.1% |