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 | $80,782 | $84,556-4.5% | $116,228-30.5% | $74,304+8.7% |
| Participation rate | 37.5% | 66.0%-28.5pp | 74.6%-37.1pp | 60.3%-22.8pp |
| Annual return | 18.52% | 18.35%+0.2pp | 90.06%-71.5pp | 29.43%-10.9pp |
| Employer contribution / active EE | $1,192 | $2,168-45.0% | $2,994-60.2% | $2,241-46.8% |
| Participant deferral / active EE | $2,648 | $3,814-30.6% | $4,953-46.5% | $3,767-29.7% |
| Admin fee / account holder | $2,051 | $3,792-45.9% | $11,989-82.9% | $2,969-30.9% |