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 5-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 | $23,101 | $64,480-64.2% | $81,382-71.6% | $80,856-71.4% |
| Participation rate | 61.4% | 63.9%-2.5pp | 69.5%-8.1pp | 67.6%-6.3pp |
| Annual return | 25.53% | 16.34%+9.2pp | 24.73%+0.8pp | 35.59%-10.1pp |
| Employer contribution / active EE | $2,094 | $1,978+5.9% | $2,463-15.0% | $2,755-24.0% |
| Participant deferral / active EE | $3,664 | $3,094+18.4% | $3,883-5.6% | $4,296-14.7% |
| Admin fee / account holder | $1,559 | $5,671-72.5% | $5,768-73.0% | $6,918-77.5% |