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 | $20,245 | $81,248-75.1% | $155,509-87.0% | $80,856-75.0% |
| Participation rate | 13.3% | 66.2%-52.9pp | 78.2%-64.9pp | 67.6%-54.3pp |
| Annual return | 13.76% | 33.31%-19.6pp | 64.67%-50.9pp | 35.59%-21.8pp |
| Employer contribution / active EE | $385 | $3,100-87.6% | $4,672-91.8% | $2,755-86.0% |
| Participant deferral / active EE | $912 | $3,452-73.6% | $5,626-83.8% | $4,296-78.8% |
| Admin fee / account holder | $1,823 | $7,997-77.2% | $15,912-88.5% | $6,918-73.6% |