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 | $66,321 | $56,317+17.8% | $71,209-6.9% | $74,304-10.7% |
| Participation rate | 34.0% | 55.1%-21.1pp | 73.8%-39.8pp | 60.3%-26.4pp |
| Annual return | 17.38% | 42.83%-25.5pp | 282.51%-265.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $450 | $2,160-79.1% | $2,721-83.4% | $2,241-79.9% |
| Participant deferral / active EE | $2,291 | $2,788-17.8% | $4,175-45.1% | $3,767-39.2% |
| Admin fee / account holder | $418 | $2,290-81.8% | $5,349-92.2% | $2,969-85.9% |