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 | $13,203 | $52,380-74.8% | $98,755-86.6% | $85,850-84.6% |
| Participation rate | 22.2% | 58.0%-35.7pp | 65.7%-43.5pp | 69.3%-47.1pp |
| Annual return | 27.36% | 25.82%+1.5pp | 49.91%-22.6pp | 318.53%-291.2pp |
| Employer contribution / active EE | $381 | $1,337-71.5% | $2,067-81.6% | $2,565-85.2% |
| Participant deferral / active EE | $1,575 | $2,101-25.0% | $3,035-48.1% | $3,952-60.1% |
| Admin fee / account holder | $833 | $3,865-78.4% | $4,076-79.6% | $6,260-86.7% |