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 | $27,623 | $68,719-59.8% | $91,541-69.8% | $84,808-67.4% |
| Participation rate | 52.7% | 64.5%-11.8pp | 69.8%-17.1pp | 68.3%-15.6pp |
| Annual return | 16.81% | 19.12%-2.3pp | 20.50%-3.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $693 | $1,920-63.9% | $2,505-72.3% | $2,631-73.7% |
| Participant deferral / active EE | $2,221 | $3,136-29.2% | $4,008-44.6% | $4,212-47.3% |
| Admin fee / account holder | $10,444 | $5,786+80.5% | $6,956+50.1% | $7,344+42.2% |