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 6-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 | $27,224 | $62,327-56.3% | $120,354-77.4% | $74,495-63.5% |
| Participation rate | 49.2% | 56.8%-7.6pp | 71.9%-22.7pp | 67.2%-18.0pp |
| Annual return | 15.06% | 18.61%-3.5pp | 107.15%-92.1pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,561 | $1,843-15.3% | $3,463-54.9% | $2,623-40.5% |
| Participant deferral / active EE | $2,541 | $2,893-12.2% | $4,991-49.1% | $4,346-41.5% |
| Admin fee / account holder | $3,277 | $2,396+36.8% | $9,423-65.2% | $1,942+68.7% |