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 | $30,472 | $106,749-71.5% | $145,433-79.0% | $82,448-63.0% |
| Participation rate | 67.3% | 75.6%-8.3pp | 82.1%-14.8pp | 68.1%-0.8pp |
| Annual return | 24.15% | 27.59%-3.4pp | 66.58%-42.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $2,219 | $3,444-35.6% | $4,554-51.3% | $2,551-13.0% |
| Participant deferral / active EE | $4,060 | $6,519-37.7% | $7,897-48.6% | $4,139-1.9% |
| Admin fee / account holder | $394 | $8,390-95.3% | $13,129-97.0% | $7,234-94.5% |