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 7-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 | $27,500 | $81,248-66.2% | $155,509-82.3% | $80,856-66.0% |
| Participation rate | 44.6% | 66.2%-21.7pp | 78.2%-33.6pp | 67.6%-23.1pp |
| Annual return | 14.45% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,697 | $3,100+51.5% | $4,672+0.5% | $2,755+70.5% |
| Participant deferral / active EE | $1,714 | $3,452-50.3% | $5,626-69.5% | $4,296-60.1% |
| Admin fee / account holder | $1,452 | $7,997-81.8% | $15,912-90.9% | $6,918-79.0% |