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 | $29,831 | $71,050-58.0% | $93,606-68.1% | $80,856-63.1% |
| Participation rate | 39.3% | 60.4%-21.1pp | 68.7%-29.4pp | 67.6%-28.4pp |
| Annual return | 16.25% | 11.26%+5.0pp | 133.20%-116.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,624 | $1,564+3.8% | $2,420-32.9% | $2,755-41.1% |
| Participant deferral / active EE | $3,495 | $4,034-13.4% | $4,411-20.8% | $4,296-18.6% |
| Admin fee / account holder | $1,036 | $6,945-85.1% | $8,285-87.5% | $6,918-85.0% |