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 | $14,308 | $51,045-72.0% | $70,515-79.7% | $71,457-80.0% |
| Participation rate | 59.8% | 59.4%+0.4pp | 68.3%-8.5pp | 67.9%-8.1pp |
| Annual return | 23.64% | 42.63%-19.0pp | 32.77%-9.1pp | 28.85%-5.2pp |
| Employer contribution / active EE | $1,208 | $1,790-32.5% | $2,973-59.4% | $2,588-53.3% |
| Participant deferral / active EE | $3,760 | $3,026+24.2% | $4,567-17.7% | $4,289-12.3% |
| Admin fee / account holder | $804 | $1,994-59.6% | $6,412-87.5% | $1,587-49.3% |