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 | $24,043 | $48,750-50.7% | $88,946-73.0% | $74,304-67.6% |
| Participation rate | 22.5% | 44.5%-22.0pp | 68.8%-46.3pp | 60.3%-37.8pp |
| Annual return | 24.43% | 25.91%-1.5pp | 57.82%-33.4pp | 29.43%-5.0pp |
| Employer contribution / active EE | $239 | $1,255-80.9% | $2,555-90.6% | $2,241-89.3% |
| Participant deferral / active EE | $884 | $2,423-63.5% | $4,581-80.7% | $3,767-76.5% |
| Admin fee / account holder | $4,709 | $3,756+25.4% | $8,261-43.0% | $2,969+58.6% |