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 6-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 | $31,028 | $77,660-60.0% | $109,143-71.6% | $79,386-60.9% |
| Participation rate | 40.8% | 67.8%-27.0pp | 75.9%-35.0pp | 70.7%-29.9pp |
| Annual return | 110.49% | 23.44%+87.0pp | 25.75%+84.7pp | 116.85%-6.4pp |
| Employer contribution / active EE | $1,135 | $2,797-59.4% | $3,722-69.5% | $2,427-53.2% |
| Participant deferral / active EE | $2,141 | $3,518-39.1% | $4,653-54.0% | $4,046-47.1% |
| Admin fee / account holder | $1,542 | $732+110.6% | $6,752-77.2% | $626+146.1% |