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 | $28,113 | $68,547-59.0% | $120,354-76.6% | $80,856-65.2% |
| Participation rate | 40.0% | 61.6%-21.6pp | 71.9%-31.9pp | 67.6%-27.6pp |
| Annual return | 15.37% | 23.60%-8.2pp | 107.15%-91.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $682 | $2,051-66.8% | $3,463-80.3% | $2,755-75.3% |
| Participant deferral / active EE | $1,874 | $3,173-40.9% | $4,991-62.5% | $4,296-56.4% |
| Admin fee / account holder | $1,369 | $5,732-76.1% | $9,423-85.5% | $6,918-80.2% |