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 | $36,721 | $73,787-50.2% | $98,716-62.8% | $82,448-55.5% |
| Participation rate | 57.1% | 61.4%-4.3pp | 69.3%-12.2pp | 68.1%-10.9pp |
| Annual return | 32.00% | 18.57%+13.4pp | 31.81%+0.2pp | 41.64%-9.6pp |
| Employer contribution / active EE | $2,524 | $1,511+67.0% | $2,279+10.8% | $2,551-1.0% |
| Participant deferral / active EE | $4,184 | $3,081+35.8% | $4,048+3.4% | $4,139+1.1% |
| Admin fee / account holder | $2,700 | $6,500-58.5% | $8,703-69.0% | $7,234-62.7% |