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 | $16,595 | $72,071-77.0% | $68,368-75.7% | $137,256-87.9% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.0%-45.0pp |
| Annual return | 17.32% | 353.14%-335.8pp | 292.57%-275.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $830 | $2,788-70.2% | $2,649-68.7% | $4,156-80.0% |
| Participant deferral / active EE | $1,074 | $4,410-75.7% | $4,123-74.0% | $6,407-83.2% |
| Admin fee / account holder | $4,360 | $5,336-18.3% | $5,150-15.3% | $12,270-64.5% |