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 | $23,369 | $80,717-71.0% | $154,803-84.9% | $84,808-72.4% |
| Participation rate | 38.2% | 66.8%-28.6pp | 78.1%-39.8pp | 68.3%-30.1pp |
| Annual return | 22.93% | 37.96%-15.0pp | 58.88%-35.9pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,483 | $2,761-46.3% | $4,305-65.6% | $2,631-43.6% |
| Participant deferral / active EE | $1,892 | $3,303-42.7% | $5,540-65.9% | $4,212-55.1% |
| Admin fee / account holder | $506 | $6,746-92.5% | $14,329-96.5% | $7,344-93.1% |