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 | $26,677 | $49,915-46.6% | $154,803-82.8% | $74,304-64.1% |
| Participation rate | 66.1% | 54.0%+12.1pp | 78.1%-12.0pp | 60.3%+5.7pp |
| Annual return | 21.62% | 34.06%-12.4pp | 58.88%-37.3pp | 29.43%-7.8pp |
| Employer contribution / active EE | $1,492 | $1,611-7.4% | $4,305-65.3% | $2,241-33.4% |
| Participant deferral / active EE | $3,287 | $2,255+45.8% | $5,540-40.7% | $3,767-12.8% |
| Admin fee / account holder | $463 | $2,189-78.8% | $14,329-96.8% | $2,969-84.4% |