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 | $33,281 | $89,753-62.9% | $107,525-69.0% | $84,808-60.8% |
| Participation rate | 46.2% | 68.1%-21.9pp | 75.1%-28.9pp | 68.3%-22.2pp |
| Annual return | 15.08% | 29.48%-14.4pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,284 | $3,113-58.8% | $3,754-65.8% | $2,631-51.2% |
| Participant deferral / active EE | $2,632 | $4,056-35.1% | $5,116-48.5% | $4,212-37.5% |
| Admin fee / account holder | $11,723 | $7,222+62.3% | $8,919+31.4% | $7,344+59.6% |