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 | $12,554 | $24,730-49.2% | $66,042-81.0% | $84,808-85.2% |
| Participation rate | 58.0% | 68.1%-10.1pp | 67.5%-9.5pp | 68.3%-10.3pp |
| Annual return | 20.27% | 79.55%-59.3pp | 52.11%-31.8pp | 40.90%-20.6pp |
| Employer contribution / active EE | $731 | $857-14.6% | $1,579-53.7% | $2,631-72.2% |
| Participant deferral / active EE | $2,204 | $1,737+26.9% | $2,835-22.3% | $4,212-47.7% |
| Admin fee / account holder | $1,608 | $3,014-46.7% | $5,747-72.0% | $7,344-78.1% |