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 | $33,733 | $95,803-64.8% | $113,168-70.2% | $84,808-60.2% |
| Participation rate | 62.3% | 72.9%-10.5pp | 76.6%-14.2pp | 68.3%-6.0pp |
| Annual return | 30.81% | 25.00%+5.8pp | 24.27%+6.5pp | 40.90%-10.1pp |
| Employer contribution / active EE | $2,458 | $2,360+4.2% | $2,975-17.4% | $2,631-6.6% |
| Participant deferral / active EE | $3,757 | $4,242-11.4% | $5,107-26.4% | $4,212-10.8% |
| Admin fee / account holder | $7,219 | $8,989-19.7% | $12,068-40.2% | $7,344-1.7% |