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 | $15,705 | $95,266-83.5% | $82,389-80.9% | $142,382-89.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 11.95% | 25.74%-13.8pp | 28.67%-16.7pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,166 | $2,991+5.8% | $2,517+25.8% | $4,299-26.4% |
| Participant deferral / active EE | $3,496 | $4,809-27.3% | $4,155-15.8% | $6,507-46.3% |
| Admin fee / account holder | $34,141 | $8,563+298.7% | $7,231+372.2% | $12,624+170.4% |