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 | $16,778 | $29,660-43.4% | $56,411-70.3% | $80,856-79.2% |
| Participation rate | 19.2% | 41.6%-22.4pp | 52.5%-33.2pp | 67.6%-48.4pp |
| Annual return | 17.63% | 35.23%-17.6pp | 1701.33%-1683.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $608 | $669-9.1% | $1,039-41.4% | $2,755-77.9% |
| Participant deferral / active EE | $1,286 | $1,226+4.9% | $1,952-34.1% | $4,296-70.1% |
| Admin fee / account holder | $2,653 | $2,428+9.3% | $2,829-6.2% | $6,918-61.6% |