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 | $45,379 | $116,167-60.9% | $64,489-29.6% | $137,256-66.9% |
| Participation rate | 60.0% | 68.2%-8.2pp | 67.7%-7.7pp | 80.0%-20.0pp |
| Annual return | 15.05% | 36.55%-21.5pp | 55.03%-40.0pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,366 | $2,483-45.0% | $1,523-10.3% | $4,156-67.1% |
| Participant deferral / active EE | $5,086 | $4,215+20.7% | $2,778+83.1% | $6,407-20.6% |
| Admin fee / account holder | $494 | $6,188-92.0% | $4,260-88.4% | $12,270-96.0% |