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 | $41,775 | $71,370-41.5% | $289,028-85.5% | $71,370-41.5% |
| Participation rate | 47.0% | 55.1%-8.2pp | 78.0%-31.0pp | 55.1%-8.2pp |
| Annual return | 13.03% | 15.87%-2.8pp | 243.94%-230.9pp | 15.87%-2.8pp |
| Employer contribution / active EE | $838 | $1,874-55.3% | $6,326-86.7% | $1,874-55.3% |
| Participant deferral / active EE | $1,504 | $2,656-43.4% | $4,804-68.7% | $2,656-43.4% |
| Admin fee / account holder | $2,926 | $6,050-51.6% | $14,050-79.2% | $6,050-51.6% |