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 | $48,677 | $74,927-35.0% | $101,794-52.2% | $84,808-42.6% |
| Participation rate | 21.4% | 61.4%-40.0pp | 69.2%-47.8pp | 68.3%-46.9pp |
| Annual return | 19.33% | 18.70%+0.6pp | 30.53%-11.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $543 | $1,522-64.3% | $2,289-76.3% | $2,631-79.4% |
| Participant deferral / active EE | $1,618 | $3,099-47.8% | $4,084-60.4% | $4,212-61.6% |
| Admin fee / account holder | $465 | $6,514-92.9% | $8,777-94.7% | $7,344-93.7% |