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 | $43,978 | $88,634-50.4% | $101,326-56.6% | $74,304-40.8% |
| Participation rate | 58.3% | 76.9%-18.5pp | 81.5%-23.2pp | 60.3%-2.0pp |
| Annual return | 28.94% | 33.10%-4.2pp | 36.82%-7.9pp | 29.43%-0.5pp |
| Employer contribution / active EE | $3,331 | $2,930+13.7% | $3,665-9.1% | $2,241+48.6% |
| Participant deferral / active EE | $6,840 | $7,322-6.6% | $7,994-14.4% | $3,767+81.6% |
| Admin fee / account holder | $540 | $2,425-77.7% | $11,185-95.2% | $2,969-81.8% |