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 | $46,752 | $63,114-25.9% | $92,893-49.7% | $65,185-28.3% |
| Participation rate | 54.6% | 68.8%-14.2pp | 76.0%-21.4pp | 70.2%-15.6pp |
| Annual return | 21.79% | 28.75%-7.0pp | 109.41%-87.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,464 | $2,571-43.1% | $3,653-59.9% | $2,177-32.8% |
| Participant deferral / active EE | $2,940 | $3,108-5.4% | $4,236-30.6% | $3,514-16.3% |
| Admin fee / account holder | $876 | $624+40.5% | $5,794-84.9% | $847+3.4% |