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 | $33,657 | $81,248-58.6% | $155,509-78.4% | $80,856-58.4% |
| Participation rate | 53.3% | 66.2%-12.9pp | 78.2%-24.9pp | 67.6%-14.3pp |
| Annual return | 10.98% | 33.31%-22.3pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,447 | $3,100-53.3% | $4,672-69.0% | $2,755-47.5% |
| Participant deferral / active EE | $3,074 | $3,452-10.9% | $5,626-45.4% | $4,296-28.4% |
| Admin fee / account holder | $5,522 | $7,997-31.0% | $15,912-65.3% | $6,918-20.2% |