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 | $26,846 | $57,016-52.9% | $84,966-68.4% | $80,856-66.8% |
| Participation rate | 69.2% | 56.3%+12.9pp | 67.5%+1.7pp | 67.6%+1.6pp |
| Annual return | 17.81% | 21.66%-3.9pp | 66.38%-48.6pp | 35.59%-17.8pp |
| Employer contribution / active EE | $1,386 | $1,798-22.9% | $2,727-49.2% | $2,755-49.7% |
| Participant deferral / active EE | $3,829 | $3,110+23.1% | $4,519-15.3% | $4,296-10.9% |
| Admin fee / account holder | $954 | $4,980-80.8% | $6,149-84.5% | $6,918-86.2% |