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 6-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 | $24,227 | $61,272-60.5% | $149,673-83.8% | $71,457-66.1% |
| Participation rate | 31.2% | 62.5%-31.3pp | 78.8%-47.6pp | 67.9%-36.7pp |
| Annual return | 21.51% | 35.85%-14.3pp | 134.42%-112.9pp | 28.85%-7.3pp |
| Employer contribution / active EE | $588 | $2,378-75.3% | $4,818-87.8% | $2,588-77.3% |
| Participant deferral / active EE | $1,685 | $2,917-42.2% | $5,680-70.3% | $4,289-60.7% |
| Admin fee / account holder | $448 | $1,261-64.5% | $13,210-96.6% | $1,587-71.8% |