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 | $18,638 | $59,839-68.9% | $81,983-77.3% | $79,858-76.7% |
| Participation rate | 58.8% | 61.6%-2.8pp | 69.2%-10.4pp | 69.6%-10.8pp |
| Annual return | 26.24% | 17.56%+8.7pp | 41.31%-15.1pp | 31.71%-5.5pp |
| Employer contribution / active EE | $1,477 | $1,713-13.8% | $2,498-40.9% | $2,471-40.2% |
| Participant deferral / active EE | $1,977 | $2,695-26.7% | $3,722-46.9% | $3,740-47.2% |
| Admin fee / account holder | $1,825 | $4,287-57.4% | $5,664-67.8% | $5,306-65.6% |