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 4-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 | $24,098 | $89,753-73.2% | $107,525-77.6% | $84,808-71.6% |
| Participation rate | 61.1% | 68.1%-6.9pp | 75.1%-14.0pp | 68.3%-7.2pp |
| Annual return | 24.72% | 29.48%-4.8pp | 181.32%-156.6pp | 40.90%-16.2pp |
| Employer contribution / active EE | $1,366 | $3,113-56.1% | $3,754-63.6% | $2,631-48.1% |
| Participant deferral / active EE | $3,733 | $4,056-8.0% | $5,116-27.0% | $4,212-11.4% |
| Admin fee / account holder | $1,194 | $7,222-83.5% | $8,919-86.6% | $7,344-83.7% |