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 | $31,719 | $71,050-55.4% | $93,606-66.1% | $80,856-60.8% |
| Participation rate | 27.1% | 60.4%-33.3pp | 68.7%-41.6pp | 67.6%-40.6pp |
| Annual return | 22.59% | 11.26%+11.3pp | 133.20%-110.6pp | 35.59%-13.0pp |
| Employer contribution / active EE | $1,204 | $1,564-23.0% | $2,420-50.2% | $2,755-56.3% |
| Participant deferral / active EE | $1,498 | $4,034-62.9% | $4,411-66.0% | $4,296-65.1% |
| Admin fee / account holder | $7,018 | $6,945+1.1% | $8,285-15.3% | $6,918+1.5% |