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 3-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 | $14,619 | $56,053-73.9% | $75,972-80.8% | $80,856-81.9% |
| Participation rate | 62.1% | 62.0%0pp | 69.1%-7.0pp | 67.6%-5.6pp |
| Annual return | 16.87% | 20.53%-3.7pp | 359.55%-342.7pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,602 | $1,874-14.5% | $2,685-40.3% | $2,755-41.9% |
| Participant deferral / active EE | $2,981 | $3,052-2.3% | $4,255-30.0% | $4,296-30.6% |
| Admin fee / account holder | $2,360 | $5,234-54.9% | $6,467-63.5% | $6,918-65.9% |