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 | $15,488 | $80,717-80.8% | $154,803-90.0% | $84,808-81.7% |
| Participation rate | 50.7% | 66.8%-16.1pp | 78.1%-27.4pp | 68.3%-17.6pp |
| Annual return | 53.35% | 37.96%+15.4pp | 58.88%-5.5pp | 40.90%+12.4pp |
| Employer contribution / active EE | $2,097 | $2,761-24.0% | $4,305-51.3% | $2,631-20.3% |
| Participant deferral / active EE | $3,180 | $3,303-3.7% | $5,540-42.6% | $4,212-24.5% |
| Admin fee / account holder | $3,522 | $6,746-47.8% | $14,329-75.4% | $7,344-52.0% |