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 | $51,430 | $60,022-14.3% | $88,946-42.2% | $84,808-39.4% |
| Participation rate | 31.9% | 57.8%-25.9pp | 68.8%-36.9pp | 68.3%-36.4pp |
| Annual return | 15.38% | 22.43%-7.0pp | 57.82%-42.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $981 | $1,703-42.4% | $2,555-61.6% | $2,631-62.7% |
| Participant deferral / active EE | $1,655 | $3,114-46.9% | $4,581-63.9% | $4,212-60.7% |
| Admin fee / account holder | $2,176 | $4,811-54.8% | $8,261-73.7% | $7,344-70.4% |