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 | $12,086 | $54,705-77.9% | $71,209-83.0% | $84,808-85.7% |
| Participation rate | 57.1% | 64.1%-6.9pp | 73.8%-16.6pp | 68.3%-11.2pp |
| Annual return | 23.89% | 35.90%-12.0pp | 282.51%-258.6pp | 40.90%-17.0pp |
| Employer contribution / active EE | $1,068 | $2,158-50.5% | $2,721-60.7% | $2,631-59.4% |
| Participant deferral / active EE | $2,105 | $3,030-30.5% | $4,175-49.6% | $4,212-50.0% |
| Admin fee / account holder | $1,082 | $4,863-77.7% | $5,349-79.8% | $7,344-85.3% |