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 | $42,460 | $106,749-60.2% | $145,433-70.8% | $82,448-48.5% |
| Participation rate | 67.3% | 75.6%-8.4pp | 82.1%-14.8pp | 68.1%-0.8pp |
| Annual return | 40.06% | 27.59%+12.5pp | 66.58%-26.5pp | 41.64%-1.6pp |
| Employer contribution / active EE | $3,339 | $3,444-3.0% | $4,554-26.7% | $2,551+30.9% |
| Participant deferral / active EE | $6,362 | $6,519-2.4% | $7,897-19.4% | $4,139+53.7% |
| Admin fee / account holder | $10,606 | $8,390+26.4% | $13,129-19.2% | $7,234+46.6% |