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 4-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 | $30,920 | $69,977-55.8% | $108,579-71.5% | $62,891-50.8% |
| Participation rate | 61.9% | 72.9%-11.0pp | 79.6%-17.7pp | 69.3%-7.4pp |
| Annual return | 9.47% | 10.73%-1.3pp | -51.70%+61.2pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,013 | $2,135-52.6% | $3,758-73.1% | $2,281-55.6% |
| Participant deferral / active EE | $1,656 | $3,165-47.7% | $4,311-61.6% | $3,203-48.3% |
| Admin fee / account holder | $15,329 | $5,076+202.0% | $7,645+100.5% | $4,296+256.9% |