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 | $31,958 | $89,753-64.4% | $107,525-70.3% | $84,808-62.3% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 29.60% | 29.48%+0.1pp | 181.32%-151.7pp | 40.90%-11.3pp |
| Employer contribution / active EE | $2,895 | $3,113-7.0% | $3,754-22.9% | $2,631+10.0% |
| Participant deferral / active EE | $6,218 | $4,056+53.3% | $5,116+21.6% | $4,212+47.6% |
| Admin fee / account holder | $1,187 | $7,222-83.6% | $8,919-86.7% | $7,344-83.8% |