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 3-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 | $25,925 | $56,053-53.7% | $75,972-65.9% | $80,856-67.9% |
| Participation rate | 44.4% | 62.0%-17.6pp | 69.1%-24.6pp | 67.6%-23.2pp |
| Annual return | 11.27% | 20.53%-9.3pp | 359.55%-348.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,048 | $1,874-44.1% | $2,685-61.0% | $2,755-62.0% |
| Participant deferral / active EE | $2,559 | $3,052-16.1% | $4,255-39.9% | $4,296-40.4% |
| Admin fee / account holder | $4,300 | $5,234-17.8% | $6,467-33.5% | $6,918-37.8% |