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 | $15,439 | $51,175-69.8% | $70,515-78.1% | $75,163-79.5% |
| Participation rate | 63.3% | 60.9%+2.4pp | 68.3%-5.0pp | 67.2%-3.9pp |
| Annual return | 21.39% | 30.02%-8.6pp | 32.77%-11.4pp | 160.62%-139.2pp |
| Employer contribution / active EE | $665 | $1,826-63.6% | $2,973-77.6% | $2,670-75.1% |
| Participant deferral / active EE | $3,104 | $2,849+8.9% | $4,567-32.0% | $4,125-24.8% |
| Admin fee / account holder | $751 | $4,091-81.6% | $6,412-88.3% | $5,651-86.7% |