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 | $49,873 | $71,050-29.8% | $93,606-46.7% | $80,856-38.3% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.6%-34.3pp |
| Annual return | 11.42% | 11.26%+0.2pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $788 | $1,564-49.6% | $2,420-67.4% | $2,755-71.4% |
| Participant deferral / active EE | $1,531 | $4,034-62.1% | $4,411-65.3% | $4,296-64.4% |
| Admin fee / account holder | $662 | $6,945-90.5% | $8,285-92.0% | $6,918-90.4% |