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 | $16,588 | $20,316-18.4% | $66,042-74.9% | $74,304-77.7% |
| Participation rate | 22.3% | 62.8%-40.4pp | 67.5%-45.2pp | 60.3%-38.0pp |
| Annual return | 20.44% | 28.10%-7.7pp | 52.11%-31.7pp | 29.43%-9.0pp |
| Employer contribution / active EE | $642 | $745-13.8% | $1,579-59.4% | $2,241-71.4% |
| Participant deferral / active EE | $1,043 | $1,615-35.4% | $2,835-63.2% | $3,767-72.3% |
| Admin fee / account holder | $3,124 | $1,668+87.2% | $5,747-45.6% | $2,969+5.2% |