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 | $27,214 | $54,762-50.3% | $90,281-69.9% | $72,985-62.7% |
| Participation rate | 56.5% | 65.1%-8.6pp | 73.3%-16.7pp | 69.5%-13.0pp |
| Annual return | 25.49% | 30.63%-5.1pp | 78.10%-52.6pp | 81.00%-55.5pp |
| Employer contribution / active EE | $1,008 | $2,092-51.8% | $2,854-64.7% | $2,440-58.7% |
| Participant deferral / active EE | $2,458 | $2,887-14.9% | $3,885-36.7% | $3,607-31.9% |
| Admin fee / account holder | $1,769 | $3,972-55.5% | $5,351-67.0% | $5,124-65.5% |