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 | $39,250 | $94,625-58.5% | $116,228-66.2% | $84,808-53.7% |
| Participation rate | 35.3% | 70.4%-35.2pp | 74.6%-39.3pp | 68.3%-33.0pp |
| Annual return | 16.49% | 20.40%-3.9pp | 90.06%-73.6pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,846 | $2,347-21.3% | $2,994-38.4% | $2,631-29.8% |
| Participant deferral / active EE | $2,150 | $3,972-45.9% | $4,953-56.6% | $4,212-49.0% |
| Admin fee / account holder | $15,505 | $10,091+53.6% | $11,989+29.3% | $7,344+111.1% |