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 3-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 | $48,157 | $73,787-34.7% | $98,716-51.2% | $82,448-41.6% |
| Participation rate | 10.9% | 61.4%-50.5pp | 69.3%-58.4pp | 68.1%-57.1pp |
| Annual return | 32.41% | 18.57%+13.8pp | 31.81%+0.6pp | 41.64%-9.2pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,286 | $3,081+6.6% | $4,048-18.8% | $4,139-20.6% |
| Admin fee / account holder | $3,704 | $6,500-43.0% | $8,703-57.4% | $7,234-48.8% |