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 | $55,104 | $77,314-28.7% | $177,989-69.0% | $80,856-31.9% |
| Participation rate | 67.7% | 65.7%+2.0pp | 77.1%-9.4pp | 67.6%+0.1pp |
| Annual return | 21.49% | 18.09%+3.4pp | 294.48%-273.0pp | 35.59%-14.1pp |
| Employer contribution / active EE | $2,960 | $2,292+29.1% | $3,949-25.0% | $2,755+7.5% |
| Participant deferral / active EE | $6,296 | $4,411+42.8% | $6,276+0.3% | $4,296+46.6% |
| Admin fee / account holder | $2,092 | $7,191-70.9% | $10,363-79.8% | $6,918-69.8% |