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 | $35,013 | $58,208-39.8% | $81,812-57.2% | $80,856-56.7% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.3%-22.3pp | 67.6%-17.6pp |
| Annual return | 17.35% | 41.66%-24.3pp | 773.79%-756.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,572 | $2,340-32.8% | $2,912-46.0% | $2,755-42.9% |
| Participant deferral / active EE | $1,250 | $3,281-61.9% | $4,319-71.1% | $4,296-70.9% |
| Admin fee / account holder | $2,722 | $4,981-45.4% | $7,386-63.1% | $6,918-60.7% |