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 | $30,984 | $86,922-64.4% | $102,438-69.8% | $80,874-61.7% |
| Participation rate | 62.8% | 72.4%-9.6pp | 76.5%-13.7pp | 67.6%-4.9pp |
| Annual return | 13.72% | 18.90%-5.2pp | 29.37%-15.6pp | 35.62%-21.9pp |
| Employer contribution / active EE | $1,730 | $2,369-27.0% | $3,024-42.8% | $2,756-37.2% |
| Participant deferral / active EE | $3,420 | $4,119-17.0% | $5,054-32.3% | $4,297-20.4% |
| Admin fee / account holder | $621 | $8,050-92.3% | $9,448-93.4% | $6,935-91.0% |