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 | $29,822 | $106,749-72.1% | $145,433-79.5% | $82,448-63.8% |
| Participation rate | 51.0% | 75.6%-24.6pp | 82.1%-31.1pp | 68.1%-17.0pp |
| Annual return | 20.62% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,955 | $3,444-43.2% | $4,554-57.1% | $2,551-23.3% |
| Participant deferral / active EE | $3,611 | $6,519-44.6% | $7,897-54.3% | $4,139-12.8% |
| Admin fee / account holder | $3,106 | $8,390-63.0% | $13,129-76.3% | $7,234-57.1% |