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 | $28,418 | $76,670-62.9% | $96,683-70.6% | $71,457-60.2% |
| Participation rate | 46.0% | 66.6%-20.6pp | 74.3%-28.4pp | 67.9%-22.0pp |
| Annual return | 23.55% | 48.29%-24.7pp | 35.69%-12.1pp | 28.85%-5.3pp |
| Employer contribution / active EE | $1,768 | $3,031-41.7% | $3,737-52.7% | $2,588-31.7% |
| Participant deferral / active EE | $3,163 | $3,771-16.1% | $4,878-35.2% | $4,289-26.2% |
| Admin fee / account holder | $8,693 | $2,028+328.6% | $6,730+29.2% | $1,587+447.6% |