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 | $83,208 | $73,933+12.5% | $96,683-13.9% | $75,163+10.7% |
| Participation rate | 44.6% | 66.4%-21.8pp | 74.3%-29.8pp | 67.2%-22.6pp |
| Annual return | 21.83% | 26.70%-4.9pp | 35.69%-13.9pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,324 | $2,928-54.8% | $3,737-64.6% | $2,670-50.4% |
| Participant deferral / active EE | $3,349 | $3,659-8.5% | $4,878-31.3% | $4,125-18.8% |
| Admin fee / account holder | $1,426 | $5,216-72.7% | $6,730-78.8% | $5,651-74.8% |