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 | $41,708 | $72,177-42.2% | $115,037-63.7% | $59,632-30.1% |
| Participation rate | 37.2% | 72.6%-35.4pp | 81.4%-44.2pp | 68.7%-31.5pp |
| Annual return | -0.99% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,136 | $2,841-60.0% | $4,608-75.3% | $2,203-48.4% |
| Participant deferral / active EE | $2,540 | $4,783-46.9% | $6,026-57.9% | $3,192-20.4% |
| Admin fee / account holder | $4,740 | $4,927-3.8% | $8,175-42.0% | $4,297+10.3% |