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 | $32,934 | $80,724-59.2% | $103,333-68.1% | $74,495-55.8% |
| Participation rate | 48.4% | 65.7%-17.2pp | 74.5%-26.1pp | 67.2%-18.8pp |
| Annual return | 14.96% | 27.56%-12.6pp | 24.88%-9.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,452 | $3,157-54.0% | $3,868-62.5% | $2,623-44.6% |
| Participant deferral / active EE | $2,912 | $3,860-24.6% | $5,057-42.4% | $4,346-33.0% |
| Admin fee / account holder | $4,840 | $2,368+104.4% | $8,355-42.1% | $1,942+149.3% |