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 | $14,793 | $77,899-81.0% | $149,673-90.1% | $75,163-80.3% |
| Participation rate | 56.1% | 65.6%-9.4pp | 78.8%-22.6pp | 67.2%-11.1pp |
| Annual return | 24.58% | 31.72%-7.1pp | 134.42%-109.8pp | 160.62%-136.0pp |
| Employer contribution / active EE | $672 | $3,137-78.6% | $4,818-86.1% | $2,670-74.8% |
| Participant deferral / active EE | $3,072 | $3,411-9.9% | $5,680-45.9% | $4,125-25.5% |
| Admin fee / account holder | $607 | $5,956-89.8% | $13,210-95.4% | $5,651-89.3% |