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 | $21,712 | $51,638-58.0% | $68,368-68.2% | $82,448-73.7% |
| Participation rate | 51.0% | 63.6%-12.6pp | 73.8%-22.7pp | 68.1%-17.0pp |
| Annual return | 19.65% | 37.53%-17.9pp | 292.57%-272.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $672 | $2,047-67.2% | $2,649-74.6% | $2,551-73.7% |
| Participant deferral / active EE | $1,043 | $2,914-64.2% | $4,123-74.7% | $4,139-74.8% |
| Admin fee / account holder | $413 | $4,643-91.1% | $5,150-92.0% | $7,234-94.3% |