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 | $11,442 | $114,381-90.0% | $107,525-89.4% | $142,382-92.0% |
| Participation rate | 60.9% | 78.1%-17.3pp | 75.1%-14.2pp | 80.1%-19.3pp |
| Annual return | 19.35% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $873 | $4,015-78.3% | $3,754-76.7% | $4,299-79.7% |
| Participant deferral / active EE | $1,665 | $5,564-70.1% | $5,116-67.4% | $6,507-74.4% |
| Admin fee / account holder | $2,028 | $9,860-79.4% | $8,919-77.3% | $12,624-83.9% |