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 | $52,232 | $104,974-50.2% | $95,585-45.4% | $142,382-63.3% |
| Participation rate | 58.3% | 75.0%-16.6pp | 72.1%-13.7pp | 80.1%-21.8pp |
| Annual return | 17.73% | 210.33%-192.6pp | 38.56%-20.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,878 | $2,779+3.6% | $2,527+13.9% | $4,299-33.1% |
| Participant deferral / active EE | $6,077 | $4,352+39.6% | $4,023+51.1% | $6,507-6.6% |
| Admin fee / account holder | $22,519 | $6,386+252.6% | $6,127+267.5% | $12,624+78.4% |