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 | $41,691 | $86,944-52.0% | $107,525-61.2% | $74,304-43.9% |
| Participation rate | 64.8% | 59.6%+5.2pp | 75.1%-10.3pp | 60.3%+4.4pp |
| Annual return | 32.02% | 23.52%+8.5pp | 181.32%-149.3pp | 29.43%+2.6pp |
| Employer contribution / active EE | $1,891 | $2,757-31.4% | $3,754-49.6% | $2,241-15.6% |
| Participant deferral / active EE | $4,391 | $3,554+23.5% | $5,116-14.2% | $3,767+16.6% |
| Admin fee / account holder | $2,166 | $3,727-41.9% | $8,919-75.7% | $2,969-27.0% |