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 | $56,060-65.1% | $76,002-74.3% | $80,874-75.8% |
| Participation rate | 51.3% | 62.0%-10.8pp | 69.1%-17.8pp | 67.6%-16.4pp |
| Annual return | 10.53% | 20.54%-10.0pp | 360.07%-349.5pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,587 | $1,873-15.3% | $2,688-41.0% | $2,756-42.4% |
| Participant deferral / active EE | $2,341 | $3,051-23.3% | $4,257-45.0% | $4,297-45.5% |
| Admin fee / account holder | $4,654 | $5,237-11.1% | $6,414-27.4% | $6,935-32.9% |