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 | $216,711-84.6% | $136,749-75.6% | $85,563-60.9% |
| Participation rate | 19.1% | 51.7%-32.7pp | 72.1%-53.1pp | 66.0%-46.9pp |
| Annual return | 27.72% | 15.26%+12.5pp | 24.33%+3.4pp | 31.51%-3.8pp |
| Employer contribution / active EE | $686 | $1,660-58.7% | $3,400-79.8% | $2,654-74.1% |
| Participant deferral / active EE | $1,125 | $2,635-57.3% | $4,692-76.0% | $4,375-74.3% |
| Admin fee / account holder | $2,566 | $1,223+109.8% | $11,386-77.5% | $834+207.6% |