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 | $26,197 | $124,425-78.9% | $112,040-76.6% | $137,256-80.9% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 26.72% | 24.72%+2.0pp | 24.52%+2.2pp | 220.34%-193.6pp |
| Employer contribution / active EE | $2,240 | $3,411-34.3% | $2,954-24.2% | $4,156-46.1% |
| Participant deferral / active EE | $6,042 | $5,718+5.7% | $5,098+18.5% | $6,407-5.7% |
| Admin fee / account holder | $1,354 | $15,207-91.1% | $12,098-88.8% | $12,270-89.0% |