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 6-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 | $18,217 | $46,553-60.9% | $64,056-71.6% | $75,163-75.8% |
| Participation rate | 63.4% | 65.9%-2.5pp | 72.3%-8.9pp | 67.2%-3.8pp |
| Annual return | 14.52% | 26.03%-11.5pp | 33.69%-19.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $550 | $1,974-72.1% | $2,747-80.0% | $2,670-79.4% |
| Participant deferral / active EE | $1,158 | $2,837-59.2% | $3,880-70.1% | $4,125-71.9% |
| Admin fee / account holder | $2,162 | $2,952-26.8% | $3,068-29.5% | $5,651-61.7% |