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 | $47,357 | $109,881-56.9% | $150,045-68.4% | $84,808-44.2% |
| Participation rate | 51.1% | 76.1%-25.0pp | 82.3%-31.2pp | 68.3%-17.2pp |
| Annual return | 104.05% | 28.25%+75.8pp | 62.55%+41.5pp | 40.90%+63.2pp |
| Employer contribution / active EE | $2,187 | $3,561-38.6% | $4,693-53.4% | $2,631-16.9% |
| Participant deferral / active EE | $4,318 | $6,636-34.9% | $7,997-46.0% | $4,212+2.5% |
| Admin fee / account holder | $2,583 | $8,568-69.9% | $13,435-80.8% | $7,344-64.8% |