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 | $79,600 | $94,625-15.9% | $116,228-31.5% | $84,808-6.1% |
| Participation rate | 35.1% | 70.4%-35.3pp | 74.6%-39.4pp | 68.3%-33.2pp |
| Annual return | 12.39% | 20.40%-8.0pp | 90.06%-77.7pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,274 | $2,347-45.7% | $2,994-57.4% | $2,631-51.6% |
| Participant deferral / active EE | $2,325 | $3,972-41.5% | $4,953-53.1% | $4,212-44.8% |
| Admin fee / account holder | $20,024 | $10,091+98.4% | $11,989+67.0% | $7,344+172.7% |