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 8-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 | $24,381 | $45,312-46.2% | $86,233-71.7% | $67,986-64.1% |
| Participation rate | 57.0% | 42.4%+14.6pp | 69.0%-12.0pp | 57.2%-0.2pp |
| Annual return | 16.24% | 24.79%-8.5pp | 61.39%-45.1pp | 31.67%-15.4pp |
| Employer contribution / active EE | $386 | $1,160-66.8% | $2,504-84.6% | $2,019-80.9% |
| Participant deferral / active EE | $2,117 | $2,185-3.1% | $4,559-53.6% | $3,358-37.0% |
| Admin fee / account holder | $1,530 | $3,295-53.6% | $8,342-81.7% | $3,203-52.2% |