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 | $24,211 | $133,922-81.9% | $116,228-79.2% | $142,382-83.0% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.6%-19.6pp | 80.1%-25.1pp |
| Annual return | 15.79% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,677 | $3,446-51.3% | $2,994-44.0% | $4,299-61.0% |
| Participant deferral / active EE | $2,527 | $5,672-55.5% | $4,953-49.0% | $6,507-61.2% |
| Admin fee / account holder | $10,856 | $14,945-27.4% | $11,989-9.4% | $12,624-14.0% |