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 6-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 | $13,122 | $49,915-73.7% | $154,803-91.5% | $74,304-82.3% |
| Participation rate | 46.2% | 54.0%-7.8pp | 78.1%-31.9pp | 60.3%-14.2pp |
| Annual return | 46.80% | 34.06%+12.7pp | 58.88%-12.1pp | 29.43%+17.4pp |
| Employer contribution / active EE | $805 | $1,611-50.0% | $4,305-81.3% | $2,241-64.1% |
| Participant deferral / active EE | $2,096 | $2,255-7.1% | $5,540-62.2% | $3,767-44.4% |
| Admin fee / account holder | $1,625 | $2,189-25.8% | $14,329-88.7% | $2,969-45.3% |