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 | $40,277 | $49,915-19.3% | $154,803-74.0% | $74,304-45.8% |
| Participation rate | 40.8% | 54.0%-13.2pp | 78.1%-37.3pp | 60.3%-19.5pp |
| Annual return | 17.79% | 34.06%-16.3pp | 58.88%-41.1pp | 29.43%-11.6pp |
| Employer contribution / active EE | $582 | $1,611-63.9% | $4,305-86.5% | $2,241-74.0% |
| Participant deferral / active EE | $1,566 | $2,255-30.5% | $5,540-71.7% | $3,767-58.4% |
| Admin fee / account holder | $2,852 | $2,189+30.3% | $14,329-80.1% | $2,969-3.9% |