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 | $24,631 | $104,664-76.5% | $85,682-71.3% | $167,490-85.3% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.9%-3.2pp | 82.1%-15.4pp |
| Annual return | 15.19% | 21.45%-6.3pp | 21.49%-6.3pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,107 | $3,337-36.9% | $2,618-19.5% | $4,837-56.4% |
| Participant deferral / active EE | $4,900 | $4,824+1.6% | $3,923+24.9% | $6,341-22.7% |
| Admin fee / account holder | $2,195 | $10,032-78.1% | $6,873-68.1% | $12,309-82.2% |