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 | $32,506 | $56,053-42.0% | $75,972-57.2% | $80,856-59.8% |
| Participation rate | 28.0% | 62.0%-34.0pp | 69.1%-41.1pp | 67.6%-39.6pp |
| Annual return | 20.29% | 20.53%-0.2pp | 359.55%-339.3pp | 35.59%-15.3pp |
| Employer contribution / active EE | $532 | $1,874-71.6% | $2,685-80.2% | $2,755-80.7% |
| Participant deferral / active EE | $2,282 | $3,052-25.2% | $4,255-46.4% | $4,296-46.9% |
| Admin fee / account holder | $493 | $5,234-90.6% | $6,467-92.4% | $6,918-92.9% |