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 | $40,432 | $68,547-41.0% | $120,354-66.4% | $80,856-50.0% |
| Participation rate | 43.8% | 61.6%-17.9pp | 71.9%-28.2pp | 67.6%-23.9pp |
| Annual return | 11.86% | 23.60%-11.7pp | 107.15%-95.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,381 | $2,051-32.7% | $3,463-60.1% | $2,755-49.9% |
| Participant deferral / active EE | $2,371 | $3,173-25.3% | $4,991-52.5% | $4,296-44.8% |
| Admin fee / account holder | $2,471 | $5,732-56.9% | $9,423-73.8% | $6,918-64.3% |