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 7-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 | $25,950 | $60,022-56.8% | $88,946-70.8% | $84,808-69.4% |
| Participation rate | 44.8% | 57.8%-13.0pp | 68.8%-24.0pp | 68.3%-23.5pp |
| Annual return | 15.30% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,318 | $1,703-22.6% | $2,555-48.4% | $2,631-49.9% |
| Participant deferral / active EE | $2,355 | $3,114-24.4% | $4,581-48.6% | $4,212-44.1% |
| Admin fee / account holder | $620 | $4,811-87.1% | $8,261-92.5% | $7,344-91.6% |