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 4-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 | $25,288 | $67,894-62.8% | $89,340-71.7% | $82,448-69.3% |
| Participation rate | 10.5% | 64.0%-53.5pp | 69.6%-59.0pp | 68.1%-57.5pp |
| Annual return | 23.94% | 19.21%+4.7pp | 20.57%+3.4pp | 41.64%-17.7pp |
| Employer contribution / active EE | $513 | $1,828-71.9% | $2,231-77.0% | $2,551-79.9% |
| Participant deferral / active EE | $5,130 | $3,072+67.0% | $3,823+34.2% | $4,139+23.9% |
| Admin fee / account holder | $396 | $5,723-93.1% | $6,704-94.1% | $7,234-94.5% |