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 | $24,180 | $117,983-79.5% | $101,794-76.2% | $142,382-83.0% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.2%-5.5pp | 80.1%-16.5pp |
| Annual return | 15.73% | 36.92%-21.2pp | 30.53%-14.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $641 | $2,773-76.9% | $2,289-72.0% | $4,299-85.1% |
| Participant deferral / active EE | $1,518 | $4,714-67.8% | $4,084-62.8% | $6,507-76.7% |
| Admin fee / account holder | $1,753 | $10,433-83.2% | $8,777-80.0% | $12,624-86.1% |