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 5-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 | $28,252 | $64,707-56.3% | $112,228-74.8% | $68,494-58.8% |
| Participation rate | 58.5% | 67.2%-8.6pp | 75.1%-16.5pp | 67.9%-9.4pp |
| Annual return | 7.92% | -11.40%+19.3pp | 27.45%-19.5pp | -7.84%+15.8pp |
| Employer contribution / active EE | $1,530 | $2,746-44.3% | $3,635-57.9% | $2,596-41.1% |
| Participant deferral / active EE | $2,350 | $3,565-34.1% | $4,728-50.3% | $4,027-41.6% |
| Admin fee / account holder | $755 | $5,232-85.6% | $6,410-88.2% | $5,403-86.0% |