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 | $51,487 | $80,717-36.2% | $154,803-66.7% | $84,808-39.3% |
| Participation rate | 19.5% | 66.8%-47.3pp | 78.1%-58.6pp | 68.3%-48.8pp |
| Annual return | 20.46% | 37.96%-17.5pp | 58.88%-38.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $520 | $2,761-81.2% | $4,305-87.9% | $2,631-80.2% |
| Participant deferral / active EE | $2,018 | $3,303-38.9% | $5,540-63.6% | $4,212-52.1% |
| Admin fee / account holder | $8,668 | $6,746+28.5% | $14,329-39.5% | $7,344+18.0% |