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 | $14,643 | $57,016-74.3% | $84,966-82.8% | $80,856-81.9% |
| Participation rate | 36.0% | 56.3%-20.3pp | 67.5%-31.5pp | 67.6%-31.6pp |
| Annual return | 41.49% | 21.66%+19.8pp | 66.38%-24.9pp | 35.59%+5.9pp |
| Employer contribution / active EE | $949 | $1,798-47.2% | $2,727-65.2% | $2,755-65.6% |
| Participant deferral / active EE | $2,245 | $3,110-27.8% | $4,519-50.3% | $4,296-47.7% |
| Admin fee / account holder | $2,604 | $4,980-47.7% | $6,149-57.7% | $6,918-62.4% |