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 | $12,637 | $57,016-77.8% | $84,966-85.1% | $80,856-84.4% |
| Participation rate | 65.0% | 56.3%+8.7pp | 67.5%-2.5pp | 67.6%-2.6pp |
| Annual return | 12.04% | 21.66%-9.6pp | 66.38%-54.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,065 | $1,798-40.8% | $2,727-61.0% | $2,755-61.4% |
| Participant deferral / active EE | $1,432 | $3,110-53.9% | $4,519-68.3% | $4,296-66.7% |
| Admin fee / account holder | $989 | $4,980-80.1% | $6,149-83.9% | $6,918-85.7% |