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 | $28,523 | $48,750-41.5% | $88,946-67.9% | $74,304-61.6% |
| Participation rate | 28.5% | 44.5%-16.0pp | 68.8%-40.4pp | 60.3%-31.9pp |
| Annual return | 25.72% | 25.91%-0.2pp | 57.82%-32.1pp | 29.43%-3.7pp |
| Employer contribution / active EE | $651 | $1,255-48.1% | $2,555-74.5% | $2,241-70.9% |
| Participant deferral / active EE | $1,425 | $2,423-41.2% | $4,581-68.9% | $3,767-62.2% |
| Admin fee / account holder | $860 | $3,756-77.1% | $8,261-89.6% | $2,969-71.0% |