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 6-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 | $23,628 | $106,749-77.9% | $145,433-83.8% | $82,448-71.3% |
| Participation rate | 68.2% | 75.6%-7.5pp | 82.1%-13.9pp | 68.1%+0.1pp |
| Annual return | 30.05% | 27.59%+2.5pp | 66.58%-36.5pp | 41.64%-11.6pp |
| Employer contribution / active EE | $1,684 | $3,444-51.1% | $4,554-63.0% | $2,551-34.0% |
| Participant deferral / active EE | $4,465 | $6,519-31.5% | $7,897-43.5% | $4,139+7.9% |
| Admin fee / account holder | $1,296 | $8,390-84.6% | $13,129-90.1% | $7,234-82.1% |