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 | $23,049 | $81,248-71.6% | $155,509-85.2% | $80,856-71.5% |
| Participation rate | 61.8% | 66.2%-4.5pp | 78.2%-16.4pp | 67.6%-5.9pp |
| Annual return | 19.02% | 33.31%-14.3pp | 64.67%-45.6pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,711 | $3,100-44.8% | $4,672-63.4% | $2,755-37.9% |
| Participant deferral / active EE | $3,293 | $3,452-4.6% | $5,626-41.5% | $4,296-23.3% |
| Admin fee / account holder | $679 | $7,997-91.5% | $15,912-95.7% | $6,918-90.2% |