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 | $14,774 | $65,061-77.3% | $143,757-89.7% | $66,914-77.9% |
| Participation rate | 58.4% | 65.2%-6.8pp | 80.3%-21.9pp | 69.8%-11.4pp |
| Annual return | 6.08% | -11.14%+17.2pp | -0.04%+6.1pp | 1.58%+4.5pp |
| Employer contribution / active EE | $1,309 | $2,361-44.5% | $4,951-73.6% | $2,544-48.5% |
| Participant deferral / active EE | $2,409 | $2,919-17.5% | $5,637-57.3% | $4,237-43.1% |
| Admin fee / account holder | $1,250 | $502+149.0% | $14,673-91.5% | $593+110.7% |