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 | $33,423 | $89,241-62.5% | $134,172-75.1% | $79,634-58.0% |
| Participation rate | 19.1% | 47.1%-28.0pp | 72.5%-53.4pp | 62.5%-43.4pp |
| Annual return | 27.72% | 16.69%+11.0pp | 25.30%+2.4pp | 36.46%-8.7pp |
| Employer contribution / active EE | $686 | $1,634-58.0% | $3,420-79.9% | $2,529-72.9% |
| Participant deferral / active EE | $1,125 | $2,288-50.8% | $4,690-76.0% | $3,835-70.7% |
| Admin fee / account holder | $2,566 | $1,359+88.8% | $12,016-78.6% | $1,002+156.1% |