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 | $21,035 | $58,208-63.9% | $81,812-74.3% | $80,856-74.0% |
| Participation rate | 63.6% | 63.4%+0.2pp | 72.3%-8.7pp | 67.6%-4.0pp |
| Annual return | 16.91% | 41.66%-24.8pp | 773.79%-756.9pp | 35.59%-18.7pp |
| Employer contribution / active EE | $638 | $2,340-72.7% | $2,912-78.1% | $2,755-76.9% |
| Participant deferral / active EE | $1,002 | $3,281-69.5% | $4,319-76.8% | $4,296-76.7% |
| Admin fee / account holder | $489 | $4,981-90.2% | $7,386-93.4% | $6,918-92.9% |