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 | $20,407 | $57,281-64.4% | $86,612-76.4% | $75,163-72.8% |
| Participation rate | 52.2% | 63.2%-11.0pp | 71.7%-19.5pp | 67.2%-15.0pp |
| Annual return | 15.29% | 2670.75%-2655.5pp | 591.07%-575.8pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,280 | $2,314-44.7% | $3,022-57.7% | $2,670-52.1% |
| Participant deferral / active EE | $1,585 | $3,318-52.2% | $4,438-64.3% | $4,125-61.6% |
| Admin fee / account holder | $747 | $4,112-81.8% | $5,614-86.7% | $5,651-86.8% |