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 | $23,898 | $72,277-66.9% | $101,248-76.4% | $79,858-70.1% |
| Participation rate | 51.9% | 68.5%-16.5pp | 75.8%-23.9pp | 69.6%-17.7pp |
| Annual return | 30.08% | 22.30%+7.8pp | 46.47%-16.4pp | 31.71%-1.6pp |
| Employer contribution / active EE | $1,399 | $2,692-48.0% | $3,660-61.8% | $2,471-43.4% |
| Participant deferral / active EE | $5,346 | $3,282+62.9% | $4,370+22.3% | $3,740+42.9% |
| Admin fee / account holder | $746 | $4,400-83.0% | $5,945-87.5% | $5,306-85.9% |