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 | $71,426 | $127,065-43.8% | $113,168-36.9% | $142,382-49.8% |
| Participation rate | 25.0% | 79.2%-54.2pp | 76.6%-51.6pp | 80.1%-55.1pp |
| Annual return | 26.80% | 24.03%+2.8pp | 24.27%+2.5pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,761 | $3,442-48.8% | $2,975-40.8% | $4,299-59.0% |
| Participant deferral / active EE | $4,922 | $5,716-13.9% | $5,107-3.6% | $6,507-24.4% |
| Admin fee / account holder | $1,576 | $15,736-90.0% | $12,068-86.9% | $12,624-87.5% |