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 | $49,347 | $60,022-17.8% | $88,946-44.5% | $84,808-41.8% |
| Participation rate | 20.9% | 57.8%-36.9pp | 68.8%-47.9pp | 68.3%-47.4pp |
| Annual return | 22.05% | 22.43%-0.4pp | 57.82%-35.8pp | 40.90%-18.9pp |
| Employer contribution / active EE | $303 | $1,703-82.2% | $2,555-88.1% | $2,631-88.5% |
| Participant deferral / active EE | $967 | $3,114-69.0% | $4,581-78.9% | $4,212-77.0% |
| Admin fee / account holder | $1,594 | $4,811-66.9% | $8,261-80.7% | $7,344-78.3% |