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 | $22,533 | $71,050-68.3% | $93,606-75.9% | $80,856-72.1% |
| Participation rate | 44.2% | 60.4%-16.2pp | 68.7%-24.5pp | 67.6%-23.5pp |
| Annual return | 12.69% | 11.26%+1.4pp | 133.20%-120.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $997 | $1,564-36.2% | $2,420-58.8% | $2,755-63.8% |
| Participant deferral / active EE | $2,238 | $4,034-44.5% | $4,411-49.3% | $4,296-47.9% |
| Admin fee / account holder | $1,794 | $6,945-74.2% | $8,285-78.4% | $6,918-74.1% |