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 | $34,261 | $72,012-52.4% | $185,823-81.6% | $79,858-57.1% |
| Participation rate | 15.2% | 65.8%-50.6pp | 78.0%-62.9pp | 69.6%-54.5pp |
| Annual return | 16.84% | 23.12%-6.3pp | 35.95%-19.1pp | 31.71%-14.9pp |
| Employer contribution / active EE | $479 | $1,965-75.6% | $4,087-88.3% | $2,471-80.6% |
| Participant deferral / active EE | $1,635 | $3,779-56.7% | $5,632-71.0% | $3,740-56.3% |
| Admin fee / account holder | $1,799 | $4,513-60.1% | $9,500-81.1% | $5,306-66.1% |