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 | $30,401 | $62,573-51.4% | $85,682-64.5% | $85,850-64.6% |
| Participation rate | 39.3% | 61.1%-21.9pp | 69.9%-30.6pp | 69.3%-30.0pp |
| Annual return | 17.04% | 23.77%-6.7pp | 21.49%-4.4pp | 318.53%-301.5pp |
| Employer contribution / active EE | $1,568 | $1,757-10.7% | $2,618-40.1% | $2,565-38.9% |
| Participant deferral / active EE | $5,290 | $2,802+88.8% | $3,923+34.9% | $3,952+33.9% |
| Admin fee / account holder | $1,468 | $4,640-68.4% | $6,873-78.6% | $6,260-76.5% |