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 3-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 | $58,697 | $93,571-37.3% | $135,903-56.8% | $75,163-21.9% |
| Participation rate | 46.2% | 75.2%-29.0pp | 81.9%-35.8pp | 67.2%-21.0pp |
| Annual return | 21.56% | 30.90%-9.3pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $1,153 | $3,537-67.4% | $4,856-76.3% | $2,670-56.8% |
| Participant deferral / active EE | $9,688 | $6,404+51.3% | $7,758+24.9% | $4,125+134.9% |
| Admin fee / account holder | $1,854 | $6,975-73.4% | $10,762-82.8% | $5,651-67.2% |