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 | $28,079 | $76,407-63.3% | $150,298-81.3% | $82,448-65.9% |
| Participation rate | 48.0% | 66.4%-18.4pp | 77.8%-29.8pp | 68.1%-20.1pp |
| Annual return | 21.94% | 39.99%-18.1pp | 62.79%-40.8pp | 41.64%-19.7pp |
| Employer contribution / active EE | $725 | $2,614-72.3% | $4,154-82.6% | $2,551-71.6% |
| Participant deferral / active EE | $4,639 | $3,214+44.3% | $5,453-14.9% | $4,139+12.1% |
| Admin fee / account holder | $758 | $6,352-88.1% | $14,116-94.6% | $7,234-89.5% |