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 | $28,295 | $88,672-68.1% | $105,223-73.1% | $82,448-65.7% |
| Participation rate | 56.8% | 67.9%-11.2pp | 75.0%-18.3pp | 68.1%-11.3pp |
| Annual return | 17.70% | 30.86%-13.2pp | 180.65%-163.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,009 | $3,048-34.1% | $3,689-45.5% | $2,551-21.3% |
| Participant deferral / active EE | $2,979 | $4,036-26.2% | $5,072-41.3% | $4,139-28.0% |
| Admin fee / account holder | $1,037 | $7,146-85.5% | $8,859-88.3% | $7,234-85.7% |