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 | $42,750 | $80,717-47.0% | $154,803-72.4% | $84,808-49.6% |
| Participation rate | 69.4% | 66.8%+2.6pp | 78.1%-8.7pp | 68.3%+1.1pp |
| Annual return | 17.10% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,658 | $2,761-40.0% | $4,305-61.5% | $2,631-37.0% |
| Participant deferral / active EE | $4,272 | $3,303+29.3% | $5,540-22.9% | $4,212+1.4% |
| Admin fee / account holder | $1,331 | $6,746-80.3% | $14,329-90.7% | $7,344-81.9% |