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 | $24,357 | $71,050-65.7% | $93,606-74.0% | $80,856-69.9% |
| Participation rate | 67.9% | 60.4%+7.5pp | 68.7%-0.8pp | 67.6%+0.3pp |
| Annual return | 10.68% | 11.26%-0.6pp | 133.20%-122.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,388 | $1,564-11.2% | $2,420-42.6% | $2,755-49.6% |
| Participant deferral / active EE | $3,895 | $4,034-3.4% | $4,411-11.7% | $4,296-9.3% |
| Admin fee / account holder | $4,143 | $6,945-40.3% | $8,285-50.0% | $6,918-40.1% |