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 | $62,399 | $91,760-32.0% | $156,181-60.0% | $67,986-8.2% |
| Participation rate | 52.7% | 65.0%-12.3pp | 78.8%-26.1pp | 57.2%-4.5pp |
| Annual return | 20.08% | 18.14%+1.9pp | 64.87%-44.8pp | 31.67%-11.6pp |
| Employer contribution / active EE | $1,991 | $2,419-17.7% | $4,294-53.6% | $2,019-1.4% |
| Participant deferral / active EE | $3,712 | $3,960-6.3% | $6,132-39.5% | $3,358+10.6% |
| Admin fee / account holder | $11,464 | $3,949+190.3% | $14,586-21.4% | $3,203+257.9% |