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 | $22,811 | $71,050-67.9% | $93,606-75.6% | $80,856-71.8% |
| Participation rate | 63.2% | 60.4%+2.8pp | 68.7%-5.6pp | 67.6%-4.5pp |
| Annual return | 13.49% | 11.26%+2.2pp | 133.20%-119.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,877 | $1,564+84.0% | $2,420+18.9% | $2,755+4.4% |
| Participant deferral / active EE | $4,448 | $4,034+10.3% | $4,411+0.8% | $4,296+3.6% |
| Admin fee / account holder | $4,752 | $6,945-31.6% | $8,285-42.6% | $6,918-31.3% |