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 | $31,283 | $16,790+86.3% | $64,489-51.5% | $67,986-54.0% |
| Participation rate | 48.8% | 62.4%-13.6pp | 67.7%-18.9pp | 57.2%-8.4pp |
| Annual return | 21.21% | 30.55%-9.3pp | 55.03%-33.8pp | 31.67%-10.5pp |
| Employer contribution / active EE | $1,604 | $648+147.7% | $1,523+5.3% | $2,019-20.5% |
| Participant deferral / active EE | $2,768 | $1,510+83.3% | $2,778-0.4% | $3,358-17.6% |
| Admin fee / account holder | $7,367 | $1,690+336.0% | $4,260+72.9% | $3,203+130.0% |