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 | $19,246 | $98,652-80.5% | $142,942-86.5% | $82,448-76.7% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.8%-26.8pp | 68.1%-18.1pp |
| Annual return | 15.58% | 22.65%-7.1pp | 113.70%-98.1pp | 41.64%-26.1pp |
| Employer contribution / active EE | $2,028 | $3,211-36.8% | $4,139-51.0% | $2,551-20.5% |
| Participant deferral / active EE | $3,084 | $5,580-44.7% | $7,128-56.7% | $4,139-25.5% |
| Admin fee / account holder | $3,541 | $8,078-56.2% | $12,475-71.6% | $7,234-51.1% |