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 | $23,555 | $70,428-66.6% | $96,562-75.6% | $85,850-72.6% |
| Participation rate | 58.5% | 61.8%-3.3pp | 69.8%-11.3pp | 69.3%-10.8pp |
| Annual return | 13.76% | 18.59%-4.8pp | 37.78%-24.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $454 | $1,413-67.8% | $2,356-80.7% | $2,565-82.3% |
| Participant deferral / active EE | $3,229 | $2,894+11.6% | $3,849-16.1% | $3,952-18.3% |
| Admin fee / account holder | $2,947 | $4,997-41.0% | $6,181-52.3% | $6,260-52.9% |