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 | $22,910 | $117,983-80.6% | $101,794-77.5% | $142,382-83.9% |
| Participation rate | 30.4% | 74.2%-43.8pp | 69.2%-38.7pp | 80.1%-49.7pp |
| Annual return | 18.79% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $585 | $2,773-78.9% | $2,289-74.4% | $4,299-86.4% |
| Participant deferral / active EE | $1,732 | $4,714-63.3% | $4,084-57.6% | $6,507-73.4% |
| Admin fee / account holder | $5,128 | $10,433-50.9% | $8,777-41.6% | $12,624-59.4% |