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 | $12,822 | $85,022-84.9% | $70,515-81.8% | $139,434-90.8% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 16.45% | 30.38%-13.9pp | 32.77%-16.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,627 | $3,909-58.4% | $2,973-45.3% | $4,751-65.8% |
| Participant deferral / active EE | $2,085 | $5,890-64.6% | $4,567-54.4% | $6,710-68.9% |
| Admin fee / account holder | $3,830 | $8,906-57.0% | $6,412-40.3% | $11,403-66.4% |