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 | $19,553 | $56,053-65.1% | $75,972-74.3% | $80,856-75.8% |
| Participation rate | 51.3% | 62.0%-10.8pp | 69.1%-17.8pp | 67.6%-16.4pp |
| Annual return | 10.53% | 20.53%-10.0pp | 359.55%-349.0pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,587 | $1,874-15.3% | $2,685-40.9% | $2,755-42.4% |
| Participant deferral / active EE | $2,341 | $3,052-23.3% | $4,255-45.0% | $4,296-45.5% |
| Admin fee / account holder | $4,654 | $5,234-11.1% | $6,467-28.0% | $6,918-32.7% |