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 | $19,407 | $100,773-80.7% | $88,946-78.2% | $142,382-86.4% |
| Participation rate | 40.0% | 74.3%-34.3pp | 68.8%-28.8pp | 80.1%-40.1pp |
| Annual return | 24.28% | 70.18%-45.9pp | 57.82%-33.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,016 | $2,918-65.2% | $2,555-60.2% | $4,299-76.4% |
| Participant deferral / active EE | $1,628 | $5,230-68.9% | $4,581-64.5% | $6,507-75.0% |
| Admin fee / account holder | $1,212 | $9,693-87.5% | $8,261-85.3% | $12,624-90.4% |