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 | $19,732 | $107,452-81.6% | $91,541-78.4% | $142,382-86.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.8%-3.1pp | 80.1%-13.5pp |
| Annual return | 21.32% | 22.06%-0.7pp | 20.50%+0.8pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,626 | $2,994-45.7% | $2,505-35.1% | $4,299-62.2% |
| Participant deferral / active EE | $1,660 | $4,754-65.1% | $4,008-58.6% | $6,507-74.5% |
| Admin fee / account holder | $2,259 | $8,834-74.4% | $6,956-67.5% | $12,624-82.1% |