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 | $13,432 | $107,452-87.5% | $91,541-85.3% | $142,382-90.6% |
| Participation rate | 30.0% | 75.1%-45.1pp | 69.8%-39.8pp | 80.1%-50.1pp |
| Annual return | 22.53% | 22.06%+0.5pp | 20.50%+2.0pp | 217.08%-194.5pp |
| Employer contribution / active EE | $558 | $2,994-81.4% | $2,505-77.7% | $4,299-87.0% |
| Participant deferral / active EE | $902 | $4,754-81.0% | $4,008-77.5% | $6,507-86.1% |
| Admin fee / account holder | $2,348 | $8,834-73.4% | $6,956-66.3% | $12,624-81.4% |