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 | $27,730 | $65,561-57.7% | $91,541-69.7% | $74,304-62.7% |
| Participation rate | 44.4% | 56.6%-12.1pp | 69.8%-25.3pp | 60.3%-15.9pp |
| Annual return | 17.84% | 17.68%+0.2pp | 20.50%-2.7pp | 29.43%-11.6pp |
| Employer contribution / active EE | $1,009 | $1,717-41.2% | $2,505-59.7% | $2,241-55.0% |
| Participant deferral / active EE | $1,407 | $2,918-51.8% | $4,008-64.9% | $3,767-62.6% |
| Admin fee / account holder | $1,116 | $3,333-66.5% | $6,956-84.0% | $2,969-62.4% |