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 | $36,992 | $89,753-58.8% | $107,525-65.6% | $84,808-56.4% |
| Participation rate | 52.9% | 68.1%-15.1pp | 75.1%-22.1pp | 68.3%-15.4pp |
| Annual return | 18.51% | 29.48%-11.0pp | 181.32%-162.8pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,871 | $3,113-39.9% | $3,754-50.2% | $2,631-28.9% |
| Participant deferral / active EE | $2,189 | $4,056-46.0% | $5,116-57.2% | $4,212-48.0% |
| Admin fee / account holder | $14,143 | $7,222+95.8% | $8,919+58.6% | $7,344+92.6% |