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 | $25,457 | $81,248-68.7% | $155,509-83.6% | $80,856-68.5% |
| Participation rate | 69.0% | 66.2%+2.7pp | 78.2%-9.2pp | 67.6%+1.3pp |
| Annual return | 45.21% | 33.31%+11.9pp | 64.67%-19.5pp | 35.59%+9.6pp |
| Employer contribution / active EE | $1,189 | $3,100-61.6% | $4,672-74.6% | $2,755-56.8% |
| Participant deferral / active EE | $2,183 | $3,452-36.8% | $5,626-61.2% | $4,296-49.2% |
| Admin fee / account holder | $872 | $7,997-89.1% | $15,912-94.5% | $6,918-87.4% |