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 | $26,308 | $80,717-67.4% | $154,803-83.0% | $84,808-69.0% |
| Participation rate | 56.8% | 66.8%-10.0pp | 78.1%-21.3pp | 68.3%-11.5pp |
| Annual return | 15.98% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,497 | $2,761-45.8% | $4,305-65.2% | $2,631-43.1% |
| Participant deferral / active EE | $3,066 | $3,303-7.2% | $5,540-44.7% | $4,212-27.2% |
| Admin fee / account holder | $498 | $6,746-92.6% | $14,329-96.5% | $7,344-93.2% |