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 | $25,620 | $54,705-53.2% | $71,209-64.0% | $84,808-69.8% |
| Participation rate | 57.6% | 64.1%-6.5pp | 73.8%-16.2pp | 68.3%-10.7pp |
| Annual return | 21.76% | 35.90%-14.1pp | 282.51%-260.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $804 | $2,158-62.7% | $2,721-70.5% | $2,631-69.4% |
| Participant deferral / active EE | $2,449 | $3,030-19.2% | $4,175-41.3% | $4,212-41.8% |
| Admin fee / account holder | $1,737 | $4,863-64.3% | $5,349-67.5% | $7,344-76.4% |