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 | $45,458 | $109,881-58.6% | $150,045-69.7% | $84,808-46.4% |
| Participation rate | 58.0% | 76.1%-18.1pp | 82.3%-24.3pp | 68.3%-10.3pp |
| Annual return | 15.21% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,703 | $3,561+4.0% | $4,693-21.1% | $2,631+40.7% |
| Participant deferral / active EE | $4,956 | $6,636-25.3% | $7,997-38.0% | $4,212+17.7% |
| Admin fee / account holder | $11,342 | $8,568+32.4% | $13,435-15.6% | $7,344+54.4% |