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 | $31,857 | $73,867-56.9% | $143,757-77.8% | $68,494-53.5% |
| Participation rate | 16.0% | 66.7%-50.7pp | 80.3%-64.3pp | 67.9%-51.9pp |
| Annual return | 348.94% | 1.01%+347.9pp | -0.04%+349.0pp | -7.84%+356.8pp |
| Employer contribution / active EE | $1,224 | $3,184-61.6% | $4,951-75.3% | $2,596-52.9% |
| Participant deferral / active EE | $1,252 | $3,384-63.0% | $5,637-77.8% | $4,027-68.9% |
| Admin fee / account holder | $1,211 | $5,755-79.0% | $14,673-91.7% | $5,403-77.6% |