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 | $27,158 | $71,050-61.8% | $93,606-71.0% | $80,856-66.4% |
| Participation rate | 56.4% | 60.4%-4.0pp | 68.7%-12.3pp | 67.6%-11.2pp |
| Annual return | 24.05% | 11.26%+12.8pp | 133.20%-109.1pp | 35.59%-11.5pp |
| Employer contribution / active EE | $1,648 | $1,564+5.4% | $2,420-31.9% | $2,755-40.2% |
| Participant deferral / active EE | $3,173 | $4,034-21.3% | $4,411-28.1% | $4,296-26.1% |
| Admin fee / account holder | $2,869 | $6,945-58.7% | $8,285-65.4% | $6,918-58.5% |