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 5-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 | $37,939 | $57,651-34.2% | $112,229-66.2% | $71,457-46.9% |
| Participation rate | 33.3% | 58.9%-25.6pp | 72.4%-39.1pp | 67.9%-34.6pp |
| Annual return | 25.99% | 18.32%+7.7pp | 30.20%-4.2pp | 28.85%-2.9pp |
| Employer contribution / active EE | $1,339 | $1,913-30.0% | $3,430-61.0% | $2,588-48.2% |
| Participant deferral / active EE | $2,220 | $2,863-22.5% | $4,798-53.7% | $4,289-48.2% |
| Admin fee / account holder | $2,347 | $1,581+48.4% | $7,748-69.7% | $1,587+47.9% |