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 | $64,336 | $73,787-12.8% | $98,716-34.8% | $82,448-22.0% |
| Participation rate | 48.3% | 61.4%-13.1pp | 69.3%-21.0pp | 68.1%-19.8pp |
| Annual return | 23.84% | 18.57%+5.3pp | 31.81%-8.0pp | 41.64%-17.8pp |
| Employer contribution / active EE | $1,173 | $1,511-22.4% | $2,279-48.5% | $2,551-54.0% |
| Participant deferral / active EE | $3,252 | $3,081+5.5% | $4,048-19.7% | $4,139-21.4% |
| Admin fee / account holder | $1,262 | $6,500-80.6% | $8,703-85.5% | $7,234-82.6% |