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 | $24,960 | $106,749-76.6% | $145,433-82.8% | $82,448-69.7% |
| Participation rate | 24.7% | 75.6%-51.0pp | 82.1%-57.4pp | 68.1%-43.4pp |
| Annual return | 20.67% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,979 | $6,519-54.3% | $7,897-62.3% | $4,139-28.0% |
| Admin fee / account holder | $3,222 | $8,390-61.6% | $13,129-75.5% | $7,234-55.5% |