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 7-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 | $24,302 | $77,899-68.8% | $149,673-83.8% | $75,163-67.7% |
| Participation rate | 60.4% | 65.6%-5.2pp | 78.8%-18.3pp | 67.2%-6.8pp |
| Annual return | 15.72% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $974 | $3,137-69.0% | $4,818-79.8% | $2,670-63.5% |
| Participant deferral / active EE | $2,328 | $3,411-31.8% | $5,680-59.0% | $4,125-43.6% |
| Admin fee / account holder | $8,478 | $5,956+42.3% | $13,210-35.8% | $5,651+50.0% |