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 | $30,390 | $87,013-65.1% | $106,213-71.4% | $80,856-62.4% |
| Participation rate | 56.0% | 70.4%-14.4pp | 75.3%-19.3pp | 67.6%-11.6pp |
| Annual return | 14.67% | 17.05%-2.4pp | 116.14%-101.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,646 | $2,395-31.3% | $3,171-48.1% | $2,755-40.3% |
| Participant deferral / active EE | $4,021 | $3,986+0.9% | $5,016-19.8% | $4,296-6.4% |
| Admin fee / account holder | $8,027 | $8,431-4.8% | $11,033-27.2% | $6,918+16.0% |