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 | $29,600 | $109,881-73.1% | $150,045-80.3% | $84,808-65.1% |
| Participation rate | 52.3% | 76.1%-23.8pp | 82.3%-30.0pp | 68.3%-16.0pp |
| Annual return | 15.61% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,083 | $3,561-41.5% | $4,693-55.6% | $2,631-20.8% |
| Participant deferral / active EE | $2,824 | $6,636-57.4% | $7,997-64.7% | $4,212-32.9% |
| Admin fee / account holder | $10,716 | $8,568+25.1% | $13,435-20.2% | $7,344+45.9% |