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 | $11,831 | $60,022-80.3% | $88,946-86.7% | $84,808-86.0% |
| Participation rate | 54.1% | 57.8%-3.8pp | 68.8%-14.8pp | 68.3%-14.3pp |
| Annual return | 22.97% | 22.43%+0.5pp | 57.82%-34.9pp | 40.90%-17.9pp |
| Employer contribution / active EE | $1,286 | $1,703-24.4% | $2,555-49.6% | $2,631-51.1% |
| Participant deferral / active EE | $1,786 | $3,114-42.6% | $4,581-61.0% | $4,212-57.6% |
| Admin fee / account holder | $1,345 | $4,811-72.0% | $8,261-83.7% | $7,344-81.7% |