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 | $35,464 | $66,098-46.3% | $101,794-65.2% | $74,304-52.3% |
| Participation rate | 40.3% | 53.8%-13.4pp | 69.2%-28.9pp | 60.3%-20.0pp |
| Annual return | 20.09% | 19.59%+0.5pp | 30.53%-10.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $1,306 | $1,082+20.7% | $2,289-43.0% | $2,241-41.7% |
| Participant deferral / active EE | $2,321 | $2,781-16.6% | $4,084-43.2% | $3,767-38.4% |
| Admin fee / account holder | $3,876 | $4,146-6.5% | $8,777-55.8% | $2,969+30.6% |