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 | $49,304 | $60,022-17.9% | $88,946-44.6% | $84,808-41.9% |
| Participation rate | 28.6% | 57.8%-29.3pp | 68.8%-40.3pp | 68.3%-39.7pp |
| Annual return | 16.22% | 22.43%-6.2pp | 57.82%-41.6pp | 40.90%-24.7pp |
| Employer contribution / active EE | $455 | $1,703-73.3% | $2,555-82.2% | $2,631-82.7% |
| Participant deferral / active EE | $2,099 | $3,114-32.6% | $4,581-54.2% | $4,212-50.2% |
| Admin fee / account holder | $1,099 | $4,811-77.2% | $8,261-86.7% | $7,344-85.0% |