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 | $11,905 | $48,230-75.3% | $67,502-82.4% | $80,856-85.3% |
| Participation rate | 42.4% | 66.4%-24.0pp | 72.9%-30.5pp | 67.6%-25.2pp |
| Annual return | 16.48% | 18.28%-1.8pp | 3512.12%-3495.6pp | 35.59%-19.1pp |
| Employer contribution / active EE | $627 | $2,020-69.0% | $2,731-77.0% | $2,755-77.2% |
| Participant deferral / active EE | $1,161 | $2,924-60.3% | $4,000-71.0% | $4,296-73.0% |
| Admin fee / account holder | $522 | $3,681-85.8% | $3,998-86.9% | $6,918-92.5% |