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 3-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 | $32,590 | $74,927-56.5% | $101,794-68.0% | $84,808-61.6% |
| Participation rate | 58.7% | 61.4%-2.7pp | 69.2%-10.5pp | 68.3%-9.6pp |
| Annual return | 17.59% | 18.70%-1.1pp | 30.53%-12.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,975 | $1,522+29.8% | $2,289-13.7% | $2,631-24.9% |
| Participant deferral / active EE | $5,451 | $3,099+75.9% | $4,084+33.5% | $4,212+29.4% |
| Admin fee / account holder | $373 | $6,514-94.3% | $8,777-95.7% | $7,344-94.9% |