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 | $25,139 | $77,896-67.7% | $134,172-81.3% | $82,448-69.5% |
| Participation rate | 50.0% | 62.8%-12.8pp | 72.5%-22.5pp | 68.1%-18.1pp |
| Annual return | 21.11% | 18.21%+2.9pp | 25.30%-4.2pp | 41.64%-20.5pp |
| Employer contribution / active EE | $1,638 | $2,159-24.1% | $3,420-52.1% | $2,551-35.8% |
| Participant deferral / active EE | $3,592 | $3,162+13.6% | $4,690-23.4% | $4,139-13.2% |
| Admin fee / account holder | $1,773 | $6,336-72.0% | $12,016-85.2% | $7,234-75.5% |