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 | $44,121 | $109,413-59.7% | $156,263-71.8% | $84,808-48.0% |
| Participation rate | 61.4% | 72.7%-11.3pp | 78.9%-17.5pp | 68.3%-6.9pp |
| Annual return | 34.44% | 20.18%+14.3pp | 59.47%-25.0pp | 40.90%-6.5pp |
| Employer contribution / active EE | $1,826 | $2,907-37.2% | $4,333-57.8% | $2,631-30.6% |
| Participant deferral / active EE | $4,392 | $4,590-4.3% | $6,158-28.7% | $4,212+4.3% |
| Admin fee / account holder | $1,558 | $9,357-83.4% | $14,255-89.1% | $7,344-78.8% |