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 | $25,375 | $60,022-57.7% | $88,946-71.5% | $84,808-70.1% |
| Participation rate | 48.4% | 57.8%-9.5pp | 68.8%-20.5pp | 68.3%-19.9pp |
| Annual return | 24.58% | 22.43%+2.2pp | 57.82%-33.2pp | 40.90%-16.3pp |
| Employer contribution / active EE | $1,189 | $1,703-30.1% | $2,555-53.4% | $2,631-54.8% |
| Participant deferral / active EE | $2,239 | $3,114-28.1% | $4,581-51.1% | $4,212-46.8% |
| Admin fee / account holder | $395 | $4,811-91.8% | $8,261-95.2% | $7,344-94.6% |