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 | $57,907 | $114,381-49.4% | $107,525-46.1% | $142,382-59.3% |
| Participation rate | 54.5% | 78.1%-23.6pp | 75.1%-20.5pp | 80.1%-25.6pp |
| Annual return | 17.23% | 242.71%-225.5pp | 181.32%-164.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,349 | $4,015-66.4% | $3,754-64.1% | $4,299-68.6% |
| Participant deferral / active EE | $4,422 | $5,564-20.5% | $5,116-13.6% | $6,507-32.0% |
| Admin fee / account holder | $764 | $9,860-92.3% | $8,919-91.4% | $12,624-93.9% |