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 | $69,023 | $71,057-2.9% | $93,654-26.3% | $80,874-14.7% |
| Participation rate | 43.9% | 60.4%-16.5pp | 68.7%-24.8pp | 67.6%-23.7pp |
| Annual return | 12.53% | 11.26%+1.3pp | 133.34%-120.8pp | 35.62%-23.1pp |
| Employer contribution / active EE | $1,228 | $1,564-21.5% | $2,421-49.3% | $2,756-55.4% |
| Participant deferral / active EE | $2,465 | $4,034-38.9% | $4,413-44.1% | $4,297-42.6% |
| Admin fee / account holder | $2,009 | $6,944-71.1% | $8,282-75.7% | $6,935-71.0% |