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 | $47,503 | $80,717-41.1% | $154,803-69.3% | $84,808-44.0% |
| Participation rate | 44.2% | 66.8%-22.6pp | 78.1%-33.9pp | 68.3%-24.1pp |
| Annual return | 20.28% | 37.96%-17.7pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,695 | $2,761-38.6% | $4,305-60.6% | $2,631-35.6% |
| Participant deferral / active EE | $2,466 | $3,303-25.4% | $5,540-55.5% | $4,212-41.5% |
| Admin fee / account holder | $458 | $6,746-93.2% | $14,329-96.8% | $7,344-93.8% |