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 | $36,972 | $106,749-65.4% | $145,433-74.6% | $82,448-55.2% |
| Participation rate | 58.7% | 75.6%-16.9pp | 82.1%-23.4pp | 68.1%-9.3pp |
| Annual return | 19.44% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,565 | $3,444-54.6% | $4,554-65.6% | $2,551-38.7% |
| Participant deferral / active EE | $2,943 | $6,519-54.9% | $7,897-62.7% | $4,139-28.9% |
| Admin fee / account holder | $965 | $8,390-88.5% | $13,129-92.6% | $7,234-86.7% |