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 | $86,248 | $109,881-21.5% | $150,045-42.5% | $84,808+1.7% |
| Participation rate | 24.2% | 76.1%-51.8pp | 82.3%-58.1pp | 68.3%-44.1pp |
| Annual return | 20.07% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $859 | $3,561-75.9% | $4,693-81.7% | $2,631-67.3% |
| Participant deferral / active EE | $4,091 | $6,636-38.3% | $7,997-48.8% | $4,212-2.9% |
| Admin fee / account holder | $956 | $8,568-88.8% | $13,435-92.9% | $7,344-87.0% |