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 3-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 | $24,869 | $71,050-65.0% | $93,606-73.4% | $80,856-69.2% |
| Participation rate | 40.6% | 60.4%-19.8pp | 68.7%-28.1pp | 67.6%-27.0pp |
| Annual return | 18.27% | 11.26%+7.0pp | 133.20%-114.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,237 | $1,564-20.9% | $2,420-48.9% | $2,755-55.1% |
| Participant deferral / active EE | $1,690 | $4,034-58.1% | $4,411-61.7% | $4,296-60.7% |
| Admin fee / account holder | $858 | $6,945-87.6% | $8,285-89.6% | $6,918-87.6% |