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 7-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 | $23,957 | $70,428-66.0% | $96,562-75.2% | $85,850-72.1% |
| Participation rate | 56.7% | 61.8%-5.1pp | 69.8%-13.1pp | 69.3%-12.6pp |
| Annual return | 12.73% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.8pp |
| Employer contribution / active EE | $716 | $1,413-49.3% | $2,356-69.6% | $2,565-72.1% |
| Participant deferral / active EE | $1,348 | $2,894-53.4% | $3,849-65.0% | $3,952-65.9% |
| Admin fee / account holder | $5,301 | $4,997+6.1% | $6,181-14.2% | $6,260-15.3% |