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 | $14,809 | $54,705-72.9% | $71,209-79.2% | $84,808-82.5% |
| Participation rate | 32.1% | 64.1%-31.9pp | 73.8%-41.6pp | 68.3%-36.2pp |
| Annual return | 20.76% | 35.90%-15.1pp | 282.51%-261.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $777 | $2,158-64.0% | $2,721-71.5% | $2,631-70.5% |
| Participant deferral / active EE | $2,410 | $3,030-20.5% | $4,175-42.3% | $4,212-42.8% |
| Admin fee / account holder | $2,307 | $4,863-52.6% | $5,349-56.9% | $7,344-68.6% |