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 | $28,580 | $60,022-52.4% | $88,946-67.9% | $84,808-66.3% |
| Participation rate | 62.1% | 57.8%+4.2pp | 68.8%-6.8pp | 68.3%-6.2pp |
| Annual return | 21.17% | 22.43%-1.3pp | 57.82%-36.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $1,670 | $1,703-1.9% | $2,555-34.6% | $2,631-36.5% |
| Participant deferral / active EE | $2,171 | $3,114-30.3% | $4,581-52.6% | $4,212-48.4% |
| Admin fee / account holder | $510 | $4,811-89.4% | $8,261-93.8% | $7,344-93.1% |