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 | $17,285 | $55,371-68.8% | $95,585-81.9% | $74,304-76.7% |
| Participation rate | 34.2% | 53.8%-19.6pp | 72.1%-37.9pp | 60.3%-26.2pp |
| Annual return | 17.74% | 24.26%-6.5pp | 38.56%-20.8pp | 29.43%-11.7pp |
| Employer contribution / active EE | $450 | $1,437-68.7% | $2,527-82.2% | $2,241-79.9% |
| Participant deferral / active EE | $732 | $2,955-75.2% | $4,023-81.8% | $3,767-80.6% |
| Admin fee / account holder | $428 | $2,620-83.7% | $6,127-93.0% | $2,969-85.6% |