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 | $35,671 | $56,053-36.4% | $75,972-53.0% | $80,856-55.9% |
| Participation rate | 26.1% | 62.0%-35.9pp | 69.1%-43.0pp | 67.6%-41.6pp |
| Annual return | 11.07% | 20.53%-9.5pp | 359.55%-348.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $788 | $1,874-57.9% | $2,685-70.6% | $2,755-71.4% |
| Participant deferral / active EE | $2,012 | $3,052-34.1% | $4,255-52.7% | $4,296-53.2% |
| Admin fee / account holder | $1,463 | $5,234-72.0% | $6,467-77.4% | $6,918-78.8% |