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 | $27,416 | $79,944-65.7% | $98,439-72.1% | $75,163-63.5% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.2%-25.2pp | 67.2%-17.2pp |
| Annual return | 18.93% | 19.75%-0.8pp | 21.16%-2.2pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,528 | $2,264-32.5% | $3,048-49.9% | $2,670-42.8% |
| Participant deferral / active EE | $2,605 | $3,752-30.6% | $4,738-45.0% | $4,125-36.9% |
| Admin fee / account holder | $2,290 | $6,840-66.5% | $8,948-74.4% | $5,651-59.5% |