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 | $18,322 | $106,515-82.8% | $96,683-81.0% | $139,434-86.9% |
| Participation rate | 47.1% | 77.8%-30.8pp | 74.3%-27.3pp | 80.3%-33.3pp |
| Annual return | 11.92% | 38.43%-26.5pp | 35.69%-23.8pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,522 | $4,103-62.9% | $3,737-59.3% | $4,751-68.0% |
| Participant deferral / active EE | $1,781 | $5,454-67.3% | $4,878-63.5% | $6,710-73.5% |
| Admin fee / account holder | $4,790 | $7,877-39.2% | $6,730-28.8% | $11,403-58.0% |